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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 | $395,808 | $162,136+144.1% | $152,301+159.9% | $154,746+155.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.17% | 91.02%-76.9pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,042 | $4,890-37.8% | $4,624-34.2% | $4,379-30.5% |
| Participant deferral / active EE | $11,060 | $8,341+32.6% | $8,004+38.2% | $6,730+64.3% |
| Admin fee / account holder | $3 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |