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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 | $340,473 | $201,372+69.1% | $184,260+84.8% | $145,884+133.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 29.04%-16.5pp | 28.84%-16.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $9,425 | $7,024+34.2% | $6,427+46.6% | $4,662+102.2% |
| Participant deferral / active EE | $21,533 | $9,808+119.6% | $9,133+135.8% | $6,690+221.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |