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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 | $309,023 | $185,312+66.8% | $161,489+91.4% | $154,746+99.7% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 18.25% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $8,829 | $4,769+85.1% | $4,268+106.9% | $4,379+101.6% |
| Participant deferral / active EE | $6,512 | $6,350+2.5% | $5,630+15.7% | $6,730-3.3% |
| Admin fee / account holder | $23 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |