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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 | $42,658 | $135,645-68.6% | $110,243-61.3% | $135,380-68.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.97% | 513.24%-514.2pp | 314.76%-315.7pp | 519.81%-520.8pp |
| Employer contribution / active EE | $4,080 | $4,907-16.9% | $3,827+6.6% | $4,779-14.6% |
| Participant deferral / active EE | $15,300 | $5,507+177.8% | $4,672+227.5% | $5,609+172.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |