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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 | $311,323 | $212,386+46.6% | $199,883+55.8% | $138,895+124.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.66% | 47.75%-27.1pp | 43.81%-23.1pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,578 | $6,625-76.2% | $6,261-74.8% | $4,194-62.4% |
| Participant deferral / active EE | $14,862 | $9,617+54.5% | $9,138+62.6% | $6,396+132.4% |
| Admin fee / account holder | $58 | $18,233-99.7% | $17,268-99.7% | $12,562-99.5% |