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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,993 | $148,629+83.7% | $135,982+100.8% | $139,487+95.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.22% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $26,192 | $5,247+399.2% | $4,859+439.0% | $4,755+450.9% |
| Participant deferral / active EE | $18,989 | $8,102+134.4% | $7,760+144.7% | $6,713+182.9% |
| Admin fee / account holder | $19 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |