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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 | $57,261 | $90,607-36.8% | $79,467-27.9% | $135,380-57.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.16% | 977.74%-984.9pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $4,450 | $3,068+45.1% | $2,800+58.9% | $4,779-6.9% |
| Participant deferral / active EE | $9,963 | $4,050+146.0% | $3,704+169.0% | $5,609+77.6% |
| Admin fee / account holder | $149 | $5,895-97.5% | $5,104-97.1% | $10,828-98.6% |