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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,322 | $198,457-95.3% | $170,435-94.5% | $147,586-93.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.39% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $770 | $6,183-87.5% | $5,432-85.8% | $4,876-84.2% |
| Participant deferral / active EE | $2,610 | $5,629-53.6% | $4,939-47.2% | $5,439-52.0% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |