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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,669 | $81,643-9.8% | $70,462+4.6% | $158,950-53.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.91% | 208.51%-196.6pp | 109.08%-97.2pp | 302.91%-291.0pp |
| Employer contribution / active EE | $1,393 | $3,218-56.7% | $2,737-49.1% | $4,762-70.7% |
| Participant deferral / active EE | $1,415 | $4,555-68.9% | $3,710-61.9% | $5,983-76.4% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |