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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 | $110,251 | $92,766+18.8% | $82,763+33.2% | $134,545-18.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.49% | 946.97%-946.5pp | 702.45%-702.0pp | 418.37%-417.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $24,500 | $4,802+410.2% | $4,395+457.4% | $6,401+282.7% |
| Admin fee / account holder | $3 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |