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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 | $253,583 | $184,014+37.8% | $161,149+57.4% | $138,895+82.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.30% | 21.52%-5.2pp | 21.16%-4.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $13,958 | $5,055+176.1% | $4,360+220.1% | $4,194+232.8% |
| Participant deferral / active EE | $9,080 | $6,909+31.4% | $6,153+47.6% | $6,396+42.0% |
| Admin fee / account holder | $125 | $18,027-99.3% | $15,194-99.2% | $12,562-99.0% |