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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 | $156,398-21.8% | $147,318-17.0% | $138,895-12.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.83% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,983 | $4,853-38.5% | $4,593-35.1% | $4,194-28.9% |
| Participant deferral / active EE | $12,888 | $8,237+56.5% | $7,906+63.0% | $6,396+101.5% |
| Admin fee / account holder | $140 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |