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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 | $266,283 | $118,708+124.3% | $98,920+169.2% | $158,966+67.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 27.66% | 372.49%-344.8pp | 196.47%-168.8pp | 302.95%-275.3pp |
| Employer contribution / active EE | $988 | $3,334-70.4% | $2,689-63.3% | $4,762-79.3% |
| Participant deferral / active EE | $9,054 | $5,089+77.9% | $4,245+113.3% | $5,983+51.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |