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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,699 | $162,136+17.6% | $152,301+25.2% | $154,746+23.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.04% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $14,630 | $4,890+199.2% | $4,624+216.4% | $4,379+234.1% |
| Participant deferral / active EE | $9,385 | $8,341+12.5% | $8,004+17.3% | $6,730+39.4% |
| Admin fee / account holder | $8 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |