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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 | $703,268 | $174,379+303.3% | $152,093+362.4% | $138,895+406.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.65% | 74.86%-63.2pp | 66.36%-54.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $92,475 | $4,652+1887.9% | $4,175+2115.1% | $4,194+2104.8% |
| Participant deferral / active EE | $62,000 | $6,159+906.6% | $5,451+1037.3% | $6,396+869.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |