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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 | $345,230 | $103,387+233.9% | $87,102+296.4% | $152,885+125.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.29% | 28.10%-1.8pp | 28.19%-1.9pp | 345.39%-319.1pp |
| Employer contribution / active EE | $1,901 | $3,221-41.0% | $2,521-24.6% | $4,763-60.1% |
| Participant deferral / active EE | $7,600 | $4,778+59.1% | $4,048+87.7% | $5,851+29.9% |
| Admin fee / account holder | $22 | $12,193-99.8% | $7,491-99.7% | $11,598-99.8% |