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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 | $58,680 | $114,013-48.5% | $103,693-43.4% | $155,188-62.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 10.89% | 49.31%-38.4pp | 47.61%-36.7pp | 148.84%-137.9pp |
| Employer contribution / active EE | $3,810 | $3,131+21.7% | $2,920+30.5% | $4,248-10.3% |
| Participant deferral / active EE | $15,425 | $4,970+210.4% | $4,579+236.8% | $6,531+136.2% |
| Admin fee / account holder | $71 | $8,407-99.2% | $7,858-99.1% | $14,480-99.5% |