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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 | $177,858 | $165,939+7.2% | $122,354+45.4% | $147,586+20.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 25.75% | 34.56%-8.8pp | 30.28%-4.5pp | 578.59%-552.8pp |
| Employer contribution / active EE | $6,681 | $5,754+16.1% | $4,051+64.9% | $4,876+37.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12 | $7,425-99.8% | $5,479-99.8% | $10,886-99.9% |