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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 | $0 | $541,735-100.0% | $541,735-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 50.0%-50.0pp | 34.7%-34.7pp |
| Annual return | 8.51% | 6.82%+1.7pp | 7.50%+1.0pp | 12.28%-3.8pp |
| Employer contribution / active EE | $0 | $35,231-100.0% | $33,114-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $93-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $47,656-100.0% |