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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 | $318,290 | $174,379+82.5% | $152,093+109.3% | $138,895+129.2% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 14.64% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $5,570 | $4,652+19.7% | $4,175+33.4% | $4,194+32.8% |
| Participant deferral / active EE | $6,886 | $6,159+11.8% | $5,451+26.3% | $6,396+7.7% |
| Admin fee / account holder | $41 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |