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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 | $2,141 | $28,624-92.5% | $53,647-96.0% | $82,637-97.4% |
| Participation rate | 96.0% | 47.3%+48.7pp | 56.3%+39.7pp | 68.1%+27.9pp |
| Annual return | 18.81% | 664.98%-646.2pp | 358.33%-339.5pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $141 | $2,022-93.0% | $2,460-94.3% | $7,339-98.1% |