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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 | $348,892 | $126,661+175.5% | $113,397+207.7% | $138,895+151.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.59% | 25.05%-6.5pp | 23.20%-4.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,901 | $3,456-45.0% | $2,977-36.1% | $4,194-54.7% |
| Participant deferral / active EE | $16,042 | $5,693+181.8% | $5,076+216.0% | $6,396+150.8% |
| Admin fee / account holder | $20 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |