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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 | $29,559 | $112,892-73.8% | $90,956-67.5% | $158,931-81.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.77% | 215.80%-204.0pp | 134.60%-122.8pp | 302.86%-291.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,042-100.0% | $5,959-100.0% | $11,247-100.0% |