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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 | $3,820 | $103,000-96.3% | $90,300-95.8% | $152,885-97.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.34% | 95.19%-73.9pp | 78.11%-56.8pp | 345.39%-324.0pp |
| Employer contribution / active EE | $876 | $3,138-72.1% | $2,854-69.3% | $4,763-81.6% |
| Participant deferral / active EE | $3,865 | $4,281-9.7% | $3,884-0.5% | $5,851-33.9% |
| Admin fee / account holder | $5 | $6,173-99.9% | $5,353-99.9% | $11,598-100.0% |