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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 | $246,952 | $183,627+34.5% | $155,602+58.7% | $145,978+69.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $46,000 | $5,316+765.3% | $4,675+883.9% | $4,662+886.7% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |