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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 | $0 | $36,224-100.0% | $328,890-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 41.1%-41.1pp | 2.1%-2.1pp |
| Annual return | 8.95% | 8.50%+0.4pp | 8.43%+0.5pp | 9.16%-0.2pp |
| Employer contribution / active EE | $0 | $15,334-100.0% | $29,249-100.0% | $19,955-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,081-100.0% | $200-100.0% |