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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,575 | $110,830-61.6% | $86,625-50.9% | $167,553-74.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 71.6%+20.7pp | 82.1%+10.2pp |
| Annual return | 15.11% | 116.99%-101.9pp | 63.52%-48.4pp | 478.89%-463.8pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,420-100.0% | $5,830-100.0% | $12,316-100.0% |