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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 | $115,101 | $176,105-34.6% | $159,474-27.8% | $167,536-31.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.19% | 331.91%-312.7pp | 263.68%-244.5pp | 478.82%-459.6pp |
| Employer contribution / active EE | $12,437 | $5,299+134.7% | $4,831+157.4% | $4,839+157.0% |
| Participant deferral / active EE | $5,200 | $7,751-32.9% | $7,353-29.3% | $6,342-18.0% |
| Admin fee / account holder | $100 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |