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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 | $69,498 | $150,442-53.8% | $136,295-49.0% | $147,585-52.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.27% | 1049.09%-1037.8pp | 5155.97%-5144.7pp | 578.56%-567.3pp |
| Employer contribution / active EE | $39,153 | $5,256+644.9% | $4,695+733.8% | $4,876+702.9% |
| Participant deferral / active EE | $71,801 | $6,630+982.9% | $6,247+1049.4% | $5,439+1220.2% |
| Admin fee / account holder | $22 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |