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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 | $352,523 | $254,759+38.4% | $216,567+62.8% | $198,609+77.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.37% | 10.04%+6.3pp | 12.94%+3.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $26,977 | $6,096+342.5% | $5,216+417.2% | $5,055+433.6% |
| Participant deferral / active EE | $13,720 | $6,948+97.5% | $6,191+121.6% | $6,977+96.7% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |