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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 | $33,447 | $104,251-67.9% | $91,004-63.2% | $147,586-77.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.48% | 27.06%-11.6pp | 4.60%+10.9pp | 578.59%-563.1pp |
| Employer contribution / active EE | $4,304 | $3,116+38.1% | $2,456+75.3% | $4,876-11.7% |
| Participant deferral / active EE | $5,850 | $4,195+39.5% | $3,548+64.9% | $5,439+7.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |