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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 | $299,873 | $181,896+64.9% | $156,551+91.6% | $273,972+9.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.08% | 30.74%-25.7pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $15,538 | $6,248+148.7% | $5,501+182.4% | $4,869+219.1% |
| Participant deferral / active EE | $8,509 | $5,550+53.3% | $4,871+74.7% | $5,287+60.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |