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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 | $20,141 | $108,911-81.5% | $100,392-79.9% | $145,884-86.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.70% | 58.23%-47.5pp | 49.45%-38.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,334 | $4,420-24.6% | $3,941-15.4% | $4,662-28.5% |
| Participant deferral / active EE | $19,364 | $8,459+128.9% | $8,090+139.4% | $6,690+189.5% |
| Admin fee / account holder | $111 | $9,698-98.9% | $7,904-98.6% | $13,392-99.2% |