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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 | $518,007 | $185,141+179.8% | $153,416+237.6% | $155,188+233.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 20.07% | 18.72%+1.3pp | 17.84%+2.2pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,653 | $4,489-40.9% | $3,764-29.5% | $4,248-37.5% |
| Participant deferral / active EE | $10,000 | $5,477+82.6% | $4,723+111.7% | $6,531+53.1% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |