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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 | $1,055 | $82,314-98.7% | $68,808-98.5% | $134,532-99.2% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,058 | $3,301-37.7% | $2,656-22.5% | $4,741-56.6% |
| Participant deferral / active EE | $4,287 | $4,740-9.6% | $3,942+8.7% | $6,401-33.0% |
| Admin fee / account holder | $118 | $6,484-98.2% | $4,936-97.6% | $11,429-99.0% |