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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 | $452,626 | $160,040+182.8% | $147,096+207.7% | $145,877+210.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.33% | 98.49%-74.2pp | 419.75%-395.4pp | 551.28%-526.9pp |
| Employer contribution / active EE | $97,730 | $5,289+1747.7% | $4,936+1880.0% | $4,663+1995.9% |
| Participant deferral / active EE | $92,420 | $8,429+996.5% | $8,071+1045.1% | $6,691+1281.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |