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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 | $122,200 | $77,817+57.0% | $123,553-1.1% | $64,173+90.4% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.7pp | 69.6%+10.0pp |
| Annual return | 13.99% | 12.49%+1.5pp | 119.21%-105.2pp | 7.63%+6.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20 | $5,519-99.6% | $9,284-99.8% | $4,887-99.6% |