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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 | $122,257 | $154,228-20.7% | $145,433-15.9% | $137,256-10.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.83% | 74.59%-61.8pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,983 | $4,804-37.9% | $4,554-34.5% | $4,156-28.2% |
| Participant deferral / active EE | $12,888 | $8,216+56.9% | $7,897+63.2% | $6,407+101.2% |
| Admin fee / account holder | $140 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |