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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,945 | $78,428-91.1% | $95,960-92.8% | $79,852-91.3% |
| Participation rate | 88.7% | 73.5%+15.2pp | 77.1%+11.7pp | 69.6%+19.1pp |
| Annual return | 10.15% | 19.37%-9.2pp | 91.63%-81.5pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $201 | $5,622-96.4% | $6,797-97.0% | $5,306-96.2% |