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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 | $264,224 | $135,956+94.3% | $123,894+113.3% | $273,972-3.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 84.40% | 56.63%+27.8pp | 47.52%+36.9pp | 41.46%+42.9pp |
| Employer contribution / active EE | $2,540 | $5,170-50.9% | $4,617-45.0% | $4,869-47.8% |
| Participant deferral / active EE | $8,556 | $6,343+34.9% | $5,984+43.0% | $5,287+61.8% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |