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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $163,960-100.0% | $91,225-100.0% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.2%-73.2pp | - |
| Annual return | 4.27% | -11.87%+16.1pp | 114.12%-109.8pp | - |
| Employer contribution / active EE | $0 | $2,306-100.0% | $2,851-100.0% | - |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,233-100.0% | - |
| Admin fee / account holder | $0 | $34,394-100.0% | $5,422-100.0% | - |