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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 | $42,218 | $223,823-81.1% | $211,142-80.0% | $154,746-72.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 51.83% | 50.39%+1.4pp | 46.84%+5.0pp | 172.34%-120.5pp |
| Employer contribution / active EE | $43,693 | $6,787+543.8% | $6,442+578.2% | $4,379+897.8% |
| Participant deferral / active EE | $35,281 | $9,750+261.8% | $9,284+280.0% | $6,730+424.2% |
| Admin fee / account holder | $143 | $19,707-99.3% | $19,076-99.2% | $14,365-99.0% |