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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 | $45,499 | $69,518-34.6% | $59,883-24.0% | $135,382-66.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -5.67% | 7.95%-13.6pp | 3.46%-9.1pp | 519.77%-525.4pp |
| Employer contribution / active EE | $2,723 | $3,235-15.8% | $2,7220% | $4,779-43.0% |
| Participant deferral / active EE | $2,801 | $4,204-33.4% | $3,402-17.7% | $5,609-50.1% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,591-99.6% | $10,829-99.9% |