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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,339 | $63,768-72.8% | $98,506-82.4% | $79,389-78.2% |
| Participation rate | 94.1% | 69.9%+24.3pp | 73.3%+20.8pp | 70.7%+23.4pp |
| Annual return | 82.65% | 626.18%-543.5pp | 1494.92%-1412.3pp | 116.89%-34.2pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-99.9% | $5,955-100.0% | $626-99.9% |