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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 | $342,871 | $227,989+50.4% | $115,038+198.1% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 81.4%-81.4pp | - |
| Annual return | -2.36% | -2.26%-0.1pp | 26.14%-28.5pp | - |
| Employer contribution / active EE | $0 | $2,554-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,560-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $0 | $24,406-100.0% | $8,175-100.0% | - |