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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 | $65,109 | $169,161-61.5% | $129,295-49.6% | $145,959-55.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.22% | 14348.07%-14330.8pp | 9429.28%-9412.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $69,000 | $5,543+1144.8% | $4,157+1559.8% | $4,661+1380.4% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $63 | $9,878-99.4% | $7,665-99.2% | $13,398-99.5% |