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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 | $419,012 | $135,956+208.2% | $123,894+238.2% | $273,972+52.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $10,000 | $5,170+93.4% | $4,617+116.6% | $4,869+105.4% |
| Participant deferral / active EE | $10,507 | $6,343+65.7% | $5,984+75.6% | $5,287+98.7% |
| Admin fee / account holder | $285 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |