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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 | $4,940 | $90,486-94.5% | $78,676-93.7% | $273,972-98.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $779 | $3,175-75.5% | $2,850-72.7% | $4,869-84.0% |
| Participant deferral / active EE | $2,047 | $3,901-47.5% | $3,517-41.8% | $5,287-61.3% |
| Admin fee / account holder | $4 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |