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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 | $612,478 | $156,398+291.6% | $147,318+315.8% | $138,895+341.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.77% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $8,478 | $4,853+74.7% | $4,593+84.6% | $4,194+102.1% |
| Participant deferral / active EE | $25,299 | $8,237+207.1% | $7,906+220.0% | $6,396+295.5% |
| Admin fee / account holder | $118 | $14,976-99.2% | $13,708-99.1% | $12,562-99.1% |