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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 | $94,902 | $202,342-53.1% | $172,752-45.1% | $152,897-37.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.58% | 1029.83%-1009.3pp | 802.97%-782.4pp | 345.43%-324.9pp |
| Employer contribution / active EE | $8,373 | $5,858+42.9% | $5,144+62.8% | $4,764+75.8% |
| Participant deferral / active EE | $7,725 | $5,948+29.9% | $5,198+48.6% | $5,851+32.0% |
| Admin fee / account holder | $229 | $17,111-98.7% | $13,955-98.4% | $11,599-98.0% |