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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 | $38,117 | $126,661-69.9% | $113,397-66.4% | $138,895-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.52% | 25.05%-12.5pp | 23.20%-10.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $11,524 | $3,456+233.4% | $2,977+287.1% | $4,194+174.8% |
| Participant deferral / active EE | $16,147 | $5,693+183.6% | $5,076+218.1% | $6,396+152.4% |
| Admin fee / account holder | $122 | $14,549-99.2% | $11,957-99.0% | $12,562-99.0% |