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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $88,025 | $100,938-12.8% | $90,461-2.7% | $158,982-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.13% | 1727.20%-1713.1pp | 1294.76%-1280.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $24,500 | $4,350+463.3% | $3,964+518.0% | $5,983+309.5% |
| Admin fee / account holder | $12 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |