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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 | $54,448 | $95,915-43.2% | $79,580-31.6% | $134,532-59.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.48% | -2.71%-12.8pp | 0.15%-15.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $3,469 | $3,129+10.9% | $2,413+43.7% | $4,741-26.8% |
| Participant deferral / active EE | $21,992 | $4,693+368.6% | $3,985+451.8% | $6,401+243.6% |
| Admin fee / account holder | $251 | $9,132-97.2% | $6,835-96.3% | $11,429-97.8% |