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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 | $289,147-99.5% | $78,363-98.2% | $289,147-99.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 95.8%+4.2pp | 80.8%+19.2pp |
| Annual return | 93.75% | 12.61%+81.1pp | 38.74%+55.0pp | 12.61%+81.1pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $11,375-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $14,596-100.0% | $5,372-100.0% |
| Admin fee / account holder | $125 | $23,026-99.5% | $1,036-87.9% | $23,026-99.5% |