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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 | $301,079 | $227,291+32.5% | $214,702+40.2% | $155,188+94.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 28.66% | 60.08%-31.4pp | 54.55%-25.9pp | 148.84%-120.2pp |
| Employer contribution / active EE | $4,297 | $6,772-36.5% | $6,461-33.5% | $4,248+1.2% |
| Participant deferral / active EE | $15,978 | $9,582+66.8% | $9,147+74.7% | $6,531+144.6% |
| Admin fee / account holder | $156 | $20,413-99.2% | $19,830-99.2% | $14,480-98.9% |