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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 | $406,448 | $163,960+147.9% | $406,4480% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | - | - |
| Annual return | 8.70% | -11.87%+20.6pp | 8.70%0pp | - |
| Employer contribution / active EE | $0 | $2,306-100.0% | - | - |
| Participant deferral / active EE | $0 | $3,979-100.0% | - | - |
| Admin fee / account holder | $158 | $34,394-99.5% | $1580% | - |