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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 | $417,431 | $201,264+107.4% | $184,185+126.6% | $145,978+186.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.47% | 29.00%+13.5pp | 28.81%+13.7pp | 550.52%-508.0pp |
| Employer contribution / active EE | $6,971 | $7,021-0.7% | $6,426+8.5% | $4,662+49.5% |
| Participant deferral / active EE | $19,333 | $9,806+97.2% | $9,132+111.7% | $6,690+189.0% |
| Admin fee / account holder | $15 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |