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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 | $11,697 | $61,789-81.1% | $97,167-88.0% | $80,874-85.5% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.7%+25.7pp | 67.6%+30.8pp |
| Annual return | 41.66% | -557.90%+599.6pp | 75.27%-33.6pp | 35.62%+6.0pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $293 | $5,168-94.3% | $5,650-94.8% | $6,935-95.8% |