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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 | $5,116 | $160,028-96.8% | $147,080-96.5% | $145,884-96.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 13.61% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,445 | $8,422-47.2% | $8,066-44.9% | $6,690-33.6% |
| Admin fee / account holder | $42 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |