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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 | $357,491 | $108,882+228.3% | $96,754+269.5% | $154,746+131.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 70.3%+22.6pp | 80.7%+12.2pp |
| Annual return | 14.79% | 98.39%-83.6pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,461 | $3,018-18.5% | $2,679-8.2% | $4,379-43.8% |
| Participant deferral / active EE | $6,323 | $5,323+18.8% | $4,758+32.9% | $6,730-6.0% |
| Admin fee / account holder | $4 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |