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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 | $23,786 | $111,535-78.7% | $105,223-77.4% | $137,256-82.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.37% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $800 | $3,939-79.7% | $3,689-78.3% | $4,156-80.8% |
| Participant deferral / active EE | $800 | $5,500-85.5% | $5,072-84.2% | $6,407-87.5% |
| Admin fee / account holder | $207 | $9,721-97.9% | $8,859-97.7% | $12,270-98.3% |