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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 | $253,850 | $136,307+86.2% | $106,619+138.1% | $273,972-7.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.97% | 11.05%-2.1pp | 9.42%-0.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $24,011 | $5,190+362.7% | $3,947+508.4% | $4,869+393.2% |
| Participant deferral / active EE | $13,473 | $4,969+171.1% | $3,930+242.8% | $5,287+154.8% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |