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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 | $371,069 | $162,821+127.9% | $133,978+177.0% | $158,982+133.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.97% | 41.95%-25.0pp | 45.10%-28.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $3,107 | $4,976-37.6% | $3,919-20.7% | $4,763-34.8% |
| Participant deferral / active EE | $9,755 | $5,910+65.0% | $5,047+93.3% | $5,983+63.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |