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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 | $312,620 | $546,767-42.8% | $6,253,056-95.0% | $546,767-42.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 66.7%+33.3pp | 84.6%+15.4pp |
| Annual return | 40.97% | 10.48%+30.5pp | 16.99%+24.0pp | 10.48%+30.5pp |
| Employer contribution / active EE | $0 | $25,108-100.0% | $9,787-100.0% | $25,108-100.0% |
| Participant deferral / active EE | $0 | $3,683-100.0% | - | $3,683-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $463,064-100.0% | $48,677-100.0% |