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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 | $0 | $362,881-100.0% | $342,735-100.0% | $531,493-100.0% |
| Participation rate | 0.0% | 90.7%-90.7pp | 85.4%-85.4pp | 86.9%-86.9pp |
| Annual return | 15.22% | 10.48%+4.7pp | 10.74%+4.5pp | 9.82%+5.4pp |
| Employer contribution / active EE | $0 | $17,974-100.0% | $18,336-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $9,202-100.0% | $8,567-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $866-100.0% | $1,244-100.0% | $42,466-100.0% |