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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $491,025 | $184,014+166.8% | $161,149+204.7% | $138,895+253.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.30% | 21.52%-6.2pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $6,634 | $5,055+31.2% | $4,360+52.2% | $4,194+58.2% |
| Participant deferral / active EE | $8,420 | $6,909+21.9% | $6,153+36.8% | $6,396+31.6% |
| Admin fee / account holder | $17 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |