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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 | $108,897-81.5% | $100,378-79.9% | $145,877-86.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.70% | 58.17%-47.5pp | 49.41%-38.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,334 | $4,420-24.6% | $3,942-15.4% | $4,663-28.5% |
| Participant deferral / active EE | $19,364 | $8,455+129.0% | $8,087+139.4% | $6,691+189.4% |
| Admin fee / account holder | $111 | $9,690-98.9% | $7,899-98.6% | $13,402-99.2% |