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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 | $334,942 | $102,609+226.4% | $98,090+241.5% | $138,895+141.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.79% | 36.44%-17.6pp | 37.05%-18.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,677 | $3,867-56.6% | $3,606-53.5% | $4,194-60.0% |
| Participant deferral / active EE | $6,289 | $8,167-23.0% | $7,845-19.8% | $6,396-1.7% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |