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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 | $144,441 | $158,852-9.1% | $121,220+19.2% | $135,380+6.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.15% | -0.64%-2.5pp | 16.94%-20.1pp | 519.81%-523.0pp |
| Employer contribution / active EE | $7,697 | $5,666+35.9% | $4,023+91.4% | $4,779+61.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |