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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 | $51,864 | $167,504-69.0% | $151,628-65.8% | $134,509-61.4% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -18.90% | 7.81%-26.7pp | 3.34%-22.2pp | 418.13%-437.0pp |
| Employer contribution / active EE | $5,350 | $6,828-21.6% | $6,165-13.2% | $4,741+12.9% |
| Participant deferral / active EE | $6,304 | $8,985-29.8% | $8,363-24.6% | $6,400-1.5% |
| Admin fee / account holder | $159 | $13,779-98.8% | $11,613-98.6% | $11,427-98.6% |