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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,745 | $157,304-44.9% | $141,197-38.6% | $152,909-43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.62% | 64.34%-37.7pp | 71.41%-44.8pp | 345.46%-318.8pp |
| Employer contribution / active EE | $20,220 | $5,263+284.2% | $4,736+326.9% | $4,764+324.4% |
| Participant deferral / active EE | $9,479 | $7,111+33.3% | $6,710+41.3% | $5,851+62.0% |
| Admin fee / account holder | $84 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |