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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 | $305,600 | $199,109+53.5% | $173,730+75.9% | $154,746+97.5% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 21.49% | 20.02%+1.5pp | 19.96%+1.5pp | 172.34%-150.9pp |
| Employer contribution / active EE | $8,809 | $5,311+65.9% | $4,577+92.5% | $4,379+101.2% |
| Participant deferral / active EE | $20,576 | $7,113+189.3% | $6,326+225.2% | $6,730+205.7% |
| Admin fee / account holder | $1 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |