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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 | $400,227 | $167,533+138.9% | $151,645+163.9% | $134,545+197.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.50% | 7.81%-20.3pp | 3.34%-15.8pp | 418.37%-430.9pp |
| Employer contribution / active EE | $8,949 | $6,828+31.1% | $6,165+45.2% | $4,742+88.7% |
| Participant deferral / active EE | $17,258 | $8,985+92.1% | $8,363+106.4% | $6,401+169.6% |
| Admin fee / account holder | $75 | $13,781-99.5% | $11,614-99.4% | $11,431-99.3% |