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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 | $100,317 | $106,551-5.9% | $91,225+10.0% | $134,532-25.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.25% | 160.78%-177.0pp | 114.12%-130.4pp | 418.27%-434.5pp |
| Employer contribution / active EE | $21,533 | $3,331+546.4% | $2,851+655.3% | $4,741+354.2% |
| Participant deferral / active EE | $12,538 | $4,718+165.7% | $4,233+196.2% | $6,401+95.9% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |