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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 | $420,122 | $59,715+603.6% | $74,549+463.6% | - |
| Participation rate | 0.0% | 60.9%-60.9pp | 69.1%-69.1pp | - |
| Annual return | -2.83% | -10.64%+7.8pp | 32.53%-35.4pp | - |
| Employer contribution / active EE | $0 | $725-100.0% | $1,961-100.0% | - |
| Participant deferral / active EE | $0 | $2,327-100.0% | $3,108-100.0% | - |
| Admin fee / account holder | $0 | $40,605-100.0% | $5,059-100.0% | - |