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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 | $28,229 | $46,360-39.1% | $147,617-80.9% | $52,331-46.1% |
| Participation rate | 87.6% | 64.9%+22.7pp | 84.6%+3.0pp | 68.1%+19.5pp |
| Annual return | 0.06% | 1.62%-1.6pp | 61.98%-61.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,153 | $2,126-45.8% | $5,564-79.3% | $1,882-38.7% |
| Participant deferral / active EE | $2,559 | $2,258+13.3% | $4,895-47.7% | $3,022-15.3% |
| Admin fee / account holder | $60 | $766-92.2% | $11,612-99.5% | $592-89.9% |