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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 | $137,037 | $208,088-34.1% | $186,193-26.4% | $154,746-11.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.35% | 89.97%-73.6pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,750 | $4,340-13.6% | $3,918-4.3% | $4,379-14.4% |
| Participant deferral / active EE | $5,232 | $7,078-26.1% | $6,513-19.7% | $6,730-22.3% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |