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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,539 | $69,518-10.0% | $59,887+4.4% | $135,379-53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.53% | 7.95%-9.5pp | 3.46%-5.0pp | 519.79%-521.3pp |
| Employer contribution / active EE | $2,233 | $3,235-31.0% | $2,722-18.0% | $4,779-53.3% |
| Participant deferral / active EE | $6,032 | $4,204+43.5% | $3,402+77.3% | $5,609+7.5% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |