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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 | $102,591 | $160,040-35.9% | $147,096-30.3% | $145,877-29.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.69% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $21,063 | $5,289+298.2% | $4,936+326.7% | $4,663+351.7% |
| Participant deferral / active EE | $20,366 | $8,429+141.6% | $8,071+152.3% | $6,691+204.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |