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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 | $334,330 | $99,345+236.5% | $84,753+294.5% | $273,972+22.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.66% | 22.93%-8.3pp | 22.78%-8.1pp | 41.46%-26.8pp |
| Employer contribution / active EE | $13,459 | $4,214+219.4% | $3,574+276.5% | $4,869+176.4% |
| Participant deferral / active EE | $13,500 | $4,270+216.2% | $3,712+263.7% | $5,287+155.3% |
| Admin fee / account holder | $164 | $6,645-97.5% | $5,333-96.9% | $10,133-98.4% |