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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 | $300,642 | $162,812+84.7% | $133,971+124.4% | $158,966+89.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 7.25% | 41.94%-34.7pp | 45.09%-37.8pp | 302.95%-295.7pp |
| Employer contribution / active EE | $3,592 | $4,976-27.8% | $3,919-8.3% | $4,762-24.6% |
| Participant deferral / active EE | $12,000 | $5,910+103.0% | $5,047+137.8% | $5,983+100.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |