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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 | $162,136-24.6% | $152,301-19.7% | $154,746-21.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.83% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,983 | $4,890-39.0% | $4,624-35.5% | $4,379-31.9% |
| Participant deferral / active EE | $12,888 | $8,341+54.5% | $8,004+61.0% | $6,730+91.5% |
| Admin fee / account holder | $140 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |