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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 | $18,013 | $90,607-80.1% | $79,467-77.3% | $135,380-86.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.42% | 977.74%-979.2pp | 718.30%-719.7pp | 519.81%-521.2pp |
| Employer contribution / active EE | $5,655 | $3,068+84.3% | $2,800+101.9% | $4,779+18.3% |
| Participant deferral / active EE | $5,655 | $4,050+39.6% | $3,704+52.7% | $5,609+0.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |