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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 | $473,172 | $111,814+323.2% | $103,374+357.7% | $145,959+224.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.81% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,456 | $4,214-41.7% | $3,869-36.5% | $4,661-47.3% |
| Participant deferral / active EE | $8,167 | $5,618+45.4% | $5,058+61.5% | $6,689+22.1% |
| Admin fee / account holder | $60 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |