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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 | $536,970 | $64,807+728.6% | $79,466+575.7% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 73.3%-73.3pp | - |
| Annual return | -4.03% | -6.90%+2.9pp | 718.28%-722.3pp | - |
| Employer contribution / active EE | $0 | $2,603-100.0% | $2,800-100.0% | - |
| Participant deferral / active EE | $0 | $2,645-100.0% | $3,704-100.0% | - |
| Admin fee / account holder | $55 | $2,902-98.1% | $5,104-98.9% | - |