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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 | $289,066 | $162,136+78.3% | $152,301+89.8% | $154,746+86.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.17% | 91.02%-75.9pp | 80.50%-65.3pp | 172.34%-157.2pp |
| Employer contribution / active EE | $9,206 | $4,890+88.3% | $4,624+99.1% | $4,379+110.2% |
| Participant deferral / active EE | $13,731 | $8,341+64.6% | $8,004+71.6% | $6,730+104.0% |
| Admin fee / account holder | $127 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |