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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,988 | $156,398-84.7% | $147,318-83.7% | $138,895-82.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,235 | $4,853-53.9% | $4,593-51.3% | $4,194-46.7% |
| Participant deferral / active EE | $20,136 | $8,237+144.4% | $7,906+154.7% | $6,396+214.8% |
| Admin fee / account holder | $62 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |