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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,656 | $61,166-71.1% | $185,849-90.5% | $79,391-77.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.00% | 19.45%-6.4pp | 122.10%-109.1pp | 116.88%-103.9pp |
| Employer contribution / active EE | $2,069 | $2,321-10.9% | $5,169-60.0% | $2,428-14.8% |
| Participant deferral / active EE | $5,166 | $2,789+85.3% | $5,569-7.2% | $4,046+27.7% |
| Admin fee / account holder | $74 | $710-89.6% | $16,244-99.5% | $627-88.2% |