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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 | $283,924 | $181,062+56.8% | $158,223+79.4% | $155,188+83.0% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 19.44% | 57.39%-37.9pp | 52.09%-32.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $7,248 | $4,565+58.8% | $4,109+76.4% | $4,248+70.6% |
| Participant deferral / active EE | $5,278 | $6,134-14.0% | $5,467-3.5% | $6,531-19.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |