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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 | $510,347 | $127,387+300.6% | $115,038+343.6% | $125,389+307.0% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -0.13% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $6,603 | $5,166+27.8% | $4,608+43.3% | $4,866+35.7% |
| Participant deferral / active EE | $10,190 | $6,423+58.7% | $6,026+69.1% | $5,352+90.4% |
| Admin fee / account holder | $43 | $9,516-99.5% | $8,175-99.5% | $9,541-99.5% |