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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 | $157,225 | $165,361-4.9% | $149,715+5.0% | $158,950-1.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 688.01% | 348.24%+339.8pp | 276.66%+411.4pp | 302.91%+385.1pp |
| Employer contribution / active EE | $3,158 | $5,103-38.1% | $4,645-32.0% | $4,762-33.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26 | $10,808-99.8% | $9,310-99.7% | $11,248-99.8% |