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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,273 | $65,712-64.6% | $57,196-59.3% | $273,972-91.5% |
| Participation rate | 95.5% | 78.3%+17.1pp | 75.3%+20.1pp | 83.0%+12.4pp |
| Annual return | 4.95% | 22.01%-17.1pp | 14.59%-9.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,437 | $3,280-56.2% | $2,683-46.4% | $4,869-70.5% |
| Participant deferral / active EE | $1,704 | $3,782-54.9% | $3,096-45.0% | $5,287-67.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |