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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 | $384,692 | $155,555+147.3% | $146,866+161.9% | $155,188+147.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.69% | 115.41%-100.7pp | 102.85%-88.2pp | 148.84%-134.1pp |
| Employer contribution / active EE | $3,959 | $4,647-14.8% | $4,425-10.5% | $4,248-6.8% |
| Participant deferral / active EE | $12,224 | $8,044+52.0% | $7,759+57.5% | $6,531+87.2% |
| Admin fee / account holder | $30 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |