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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 | $109,548 | $201,344-45.6% | $184,243-40.5% | $145,877-24.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.55% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $58,765 | $7,022+736.8% | $6,427+814.4% | $4,663+1160.3% |
| Participant deferral / active EE | $32,700 | $9,807+233.4% | $9,132+258.1% | $6,691+388.7% |
| Admin fee / account holder | $4 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |