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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,176 | $73,988+173.3% | $96,538+109.4% | $75,177+168.9% |
| Participation rate | 83.5% | 66.4%+17.1pp | 74.3%+9.2pp | 67.2%+16.3pp |
| Annual return | 32.23% | 26.73%+5.5pp | 35.74%-3.5pp | 160.75%-128.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $114 | $5,220-97.8% | $6,737-98.3% | $5,651-98.0% |