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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 | $159,978+182.9% | $147,041+207.8% | $145,978+210.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.33% | 98.36%-74.0pp | 419.21%-394.9pp | 550.52%-526.2pp |
| Employer contribution / active EE | $97,730 | $5,288+1748.1% | $4,935+1880.4% | $4,662+1996.4% |
| Participant deferral / active EE | $92,420 | $8,429+996.5% | $8,071+1045.1% | $6,690+1281.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |