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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 | $432,003 | $212,386+103.4% | $199,883+116.1% | $138,895+211.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 21.22% | 47.75%-26.5pp | 43.81%-22.6pp | 145.39%-124.2pp |
| Employer contribution / active EE | $12,131 | $6,625+83.1% | $6,261+93.7% | $4,194+189.2% |
| Participant deferral / active EE | $11,592 | $9,617+20.5% | $9,138+26.8% | $6,396+81.2% |
| Admin fee / account holder | $20 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |