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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 | $510,302 | $81,070+529.5% | $86,582+489.4% | - |
| Participation rate | 0.0% | 69.8%-69.8pp | 73.5%-73.5pp | - |
| Annual return | 17.25% | 13.68%+3.6pp | 965.08%-947.8pp | - |
| Employer contribution / active EE | $0 | $2,009-100.0% | $2,839-100.0% | - |
| Participant deferral / active EE | $0 | $3,009-100.0% | $3,609-100.0% | - |
| Admin fee / account holder | $38 | $2,785-98.7% | $4,904-99.2% | - |