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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 | $469,456 | $176,105+166.6% | $159,474+194.4% | $167,536+180.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 22.48% | 331.91%-309.4pp | 263.68%-241.2pp | 478.82%-456.3pp |
| Employer contribution / active EE | $14,438 | $5,299+172.5% | $4,831+198.9% | $4,839+198.4% |
| Participant deferral / active EE | $13,725 | $7,751+77.1% | $7,353+86.7% | $6,342+116.4% |
| Admin fee / account holder | $72 | $12,559-99.4% | $10,802-99.3% | $12,315-99.4% |