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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 | $84,305 | $171,492-50.8% | $150,734-44.1% | $198,609-57.6% |
| Participation rate | 71.4% | 81.4%-10.0pp | 78.4%-7.0pp | 82.4%-10.9pp |
| Annual return | 10.87% | 804.70%-793.8pp | 600.81%-589.9pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $137 | $17,628-99.2% | $14,905-99.1% | $19,030-99.3% |