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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 | $75,960 | $103,008-26.3% | $90,304-15.9% | $152,897-50.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.20% | 95.22%-80.0pp | 78.13%-62.9pp | 345.43%-330.2pp |
| Employer contribution / active EE | $5,120 | $3,139+63.1% | $2,855+79.3% | $4,764+7.5% |
| Participant deferral / active EE | $14,864 | $4,281+247.2% | $3,885+282.6% | $5,851+154.0% |
| Admin fee / account holder | $181 | $6,175-97.1% | $5,354-96.6% | $11,599-98.4% |