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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 | $322,772 | $196,972+63.9% | $182,262+77.1% | $198,609+62.5% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 17.35% | 158.27%-140.9pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,150 | $5,364-41.3% | $5,046-37.6% | $5,055-37.7% |
| Participant deferral / active EE | $11,886 | $8,643+37.5% | $8,276+43.6% | $6,977+70.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |