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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 | $26,056 | $150,435-82.7% | $120,580-78.4% | $145,897-82.1% |
| Participation rate | 77.8% | 78.8%-1.0pp | 72.0%+5.8pp | 80.3%-2.5pp |
| Annual return | 12.06% | 154.60%-142.5pp | 107.48%-95.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,246 | $4,352-71.4% | $3,469-64.1% | $4,663-73.3% |
| Participant deferral / active EE | $577 | $6,174-90.7% | $4,995-88.4% | $6,689-91.4% |
| Admin fee / account holder | $217 | $12,182-98.2% | $9,418-97.7% | $13,390-98.4% |