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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 | $196,972-37.9% | $182,262-32.9% | $198,609-38.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.83% | 158.27%-145.4pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $2,983 | $5,364-44.4% | $5,046-40.9% | $5,055-41.0% |
| Participant deferral / active EE | $12,888 | $8,643+49.1% | $8,276+55.7% | $6,977+84.7% |
| Admin fee / account holder | $140 | $18,429-99.2% | $16,712-99.2% | $19,030-99.3% |