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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 | $149,302 | $169,336-11.8% | $129,384+15.4% | $145,884+2.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.26% | 14408.70%-14394.4pp | 9461.77%-9447.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,644 | $4,985-6.8% | $4,166+11.5% | $6,690-30.6% |
| Admin fee / account holder | $75 | $9,912-99.2% | $7,686-99.0% | $13,392-99.4% |