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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 | $1,425 | $263,825-99.5% | $92,756-98.5% | $263,825-99.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 100.0%0pp | 78.8%+21.2pp |
| Annual return | 93.75% | 13.08%+80.7pp | 46.86%+46.9pp | 13.08%+80.7pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $11,375-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $27,250-100.0% | $5,893-100.0% |
| Admin fee / account holder | $125 | $32,179-99.6% | $63+100.0% | $32,179-99.6% |