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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 | $386,793 | $106,247+264.0% | $96,515+300.8% | $139,466+177.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 20.09% | 38.47%-18.4pp | 35.73%-15.6pp | 373.66%-353.6pp |
| Employer contribution / active EE | $2,554 | $4,106-37.8% | $3,740-31.7% | $4,754-46.3% |
| Participant deferral / active EE | $11,222 | $5,456+105.7% | $4,880+130.0% | $6,712+67.2% |
| Admin fee / account holder | $37 | $7,885-99.5% | $6,735-99.5% | $11,409-99.7% |