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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $369,637 | $67,823+445.0% | $52,425+605.1% | $137,256+169.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.53% | 219.11%-201.6pp | 302.12%-284.6pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,344 | $1,163+15.6% | $914+47.0% | $4,156-67.7% |
| Participant deferral / active EE | $31,000 | $2,288+1254.9% | $1,790+1631.4% | $6,407+383.9% |
| Admin fee / account holder | $209 | $2,844-92.7% | $2,495-91.6% | $12,270-98.3% |