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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 | $263,879 | $126,661+108.3% | $113,397+132.7% | $138,895+90.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 16.90% | 25.05%-8.2pp | 23.20%-6.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $10,811 | $3,456+212.8% | $2,977+263.1% | $4,194+157.7% |
| Participant deferral / active EE | $12,774 | $5,693+124.4% | $5,076+151.6% | $6,396+99.7% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |