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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 | $306,677 | $101,618+201.8% | $93,063+229.5% | $137,256+123.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.12% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,719 | $2,707+222.1% | $2,476+252.1% | $4,156+109.8% |
| Participant deferral / active EE | $20,634 | $4,279+382.2% | $3,958+421.3% | $6,407+222.1% |
| Admin fee / account holder | $60 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |