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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 | $535,129 | $166,268+221.8% | $165,100+224.1% | $145,897+266.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.04% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,969 | $5,284-43.8% | $4,348-31.7% | $4,663-36.3% |
| Participant deferral / active EE | $15,350 | $6,964+120.4% | $6,035+154.3% | $6,689+129.5% |
| Admin fee / account holder | $14 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |