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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 | $288,423 | $126,661+127.7% | $113,397+154.3% | $138,895+107.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.26% | 25.05%-6.8pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $5,351 | $3,456+54.8% | $2,977+79.7% | $4,194+27.6% |
| Participant deferral / active EE | $13,181 | $5,693+131.6% | $5,076+159.7% | $6,396+106.1% |
| Admin fee / account holder | $79 | $14,549-99.5% | $11,957-99.3% | $12,562-99.4% |