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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 | $35,797 | $174,018-79.4% | $136,833-73.8% | $198,609-82.0% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.0%+26.7pp | 82.4%+3.3pp |
| Annual return | 2.89% | 35.16%-32.3pp | 35.32%-32.4pp | 202.70%-199.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18 | $5,434-99.7% | $4,706-99.6% | $19,030-99.9% |