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Participant 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 | $22,000 | $102,632-78.6% | $81,988-73.2% | $158,950-86.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.55% | 61.05%-48.5pp | 41.31%-28.8pp | 302.91%-290.4pp |
| Employer contribution / active EE | $540 | $3,241-83.3% | $2,498-78.4% | $4,762-88.7% |
| Participant deferral / active EE | $720 | $4,649-84.5% | $3,722-80.7% | $5,983-88.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |