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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 | $2,578,824-100.0% | $2,578,824-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 33.3%-33.3pp | 31.0%-31.0pp |
| Annual return | 9.05% | 2.75%+6.3pp | 2.86%+6.2pp | 14.18%-5.1pp |
| Employer contribution / active EE | $10,000 | $27,928-64.2% | $27,232-63.3% | $33,339-70.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $24,997-100.0% | $24,997-100.0% | $17,688-100.0% |