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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $432,350 | $70,983+509.1% | $78,778+448.8% | - |
| Participation rate | 0.0% | 57.2%-57.2pp | 69.2%-69.2pp | - |
| Annual return | 8.51% | 9.28%-0.8pp | 35.62%-27.1pp | - |
| Employer contribution / active EE | $0 | $665-100.0% | $1,986-100.0% | - |
| Participant deferral / active EE | $0 | $2,053-100.0% | $2,958-100.0% | - |
| Admin fee / account holder | $0 | $4,432-100.0% | $5,134-100.0% | - |