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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 | $1,007,756-100.0% | $1,007,756-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 40.0%-40.0pp | 34.7%-34.7pp |
| Annual return | 9.05% | 5.62%+3.4pp | 5.65%+3.4pp | 12.28%-3.2pp |
| Employer contribution / active EE | $10,000 | $37,983-73.7% | $37,175-73.1% | $34,589-71.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $93-100.0% |
| Admin fee / account holder | $0 | $29,176-100.0% | $29,176-100.0% | $47,656-100.0% |