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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 | $254,012 | $227,399+11.7% | $189,758+33.9% | $198,609+27.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.20% | 61.03%-49.8pp | 52.62%-41.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $8,433 | $5,526+52.6% | $4,767+76.9% | $5,055+66.8% |
| Participant deferral / active EE | $10,750 | $6,837+57.2% | $5,856+83.6% | $6,977+54.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |