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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.
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 | $35,121 | $63,082-44.3% | $81,726-57.0% | $79,856-56.0% |
| Participation rate | 87.4% | 67.5%+19.8pp | 72.0%+15.4pp | 69.6%+17.7pp |
| Annual return | 22.79% | 22.66%+0.1pp | 29.49%-6.7pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,105 | $1,795+17.3% | $4,311-51.2% | $2,471-14.8% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3 | $4,428-99.9% | $5,160-99.9% | $5,306-99.9% |