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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 | $0 | $88,874-100.0% | $179,823-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 42.1%-42.1pp | 11.0%-11.0pp |
| Annual return | 8.68% | 7.34%+1.3pp | 148.78%-140.1pp | 8.21%+0.5pp |
| Employer contribution / active EE | $0 | $7,073-100.0% | $26,858-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,660-100.0% | $1,652-100.0% |