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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 | $200,104 | $176,572+13.3% | - | $137,256+45.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 14.24% | 652.77%-638.5pp | - | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | - | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,052-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | -$10,831 | $6,447-268.0% | - | $12,270-188.3% |