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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 | $373,579 | $110,337+238.6% | $102,383+264.9% | $145,877+156.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.39% | 24.83%-4.4pp | 24.94%-4.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $4,279 | $4,216+1.5% | $3,870+10.6% | $4,663-8.2% |
| Participant deferral / active EE | $9,042 | $5,621+60.9% | $5,060+78.7% | $6,691+35.1% |
| Admin fee / account holder | $116 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |