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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 | $10,383 | $155,555-93.3% | $146,866-92.9% | $155,188-93.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.60% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,374 | $4,647-48.9% | $4,425-46.4% | $4,248-44.1% |
| Participant deferral / active EE | $6,538 | $8,044-18.7% | $7,759-15.7% | $6,531+0.1% |
| Admin fee / account holder | $109 | $14,755-99.3% | $13,620-99.2% | $14,480-99.2% |