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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 | $287,406 | $153,769+86.9% | $133,975+114.5% | $273,972+4.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.61% | 36.51%-26.9pp | 29.29%-19.7pp | 41.46%-31.8pp |
| Employer contribution / active EE | $11,693 | $6,029+94.0% | $5,211+124.4% | $4,869+140.2% |
| Participant deferral / active EE | $12,981 | $6,958+86.5% | $6,282+106.6% | $5,287+145.5% |
| Admin fee / account holder | $47 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |