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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 | $61,787-81.1% | $97,197-88.0% | $80,925-85.5% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.7%+25.7pp | 67.7%+30.8pp |
| Annual return | 41.66% | -558.16%+599.8pp | 75.47%-33.8pp | 35.65%+6.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $293 | $5,170-94.3% | $5,637-94.8% | $6,940-95.8% |