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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 | $298,736 | $104,251+186.6% | $91,004+228.3% | $147,586+102.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.38% | 27.06%-7.7pp | 4.60%+14.8pp | 578.59%-559.2pp |
| Employer contribution / active EE | $37,907 | $3,116+1116.7% | $2,456+1443.6% | $4,876+677.4% |
| Participant deferral / active EE | $15,487 | $4,195+269.2% | $3,548+336.5% | $5,439+184.7% |
| Admin fee / account holder | $143 | $8,948-98.4% | $5,417-97.4% | $10,886-98.7% |