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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 | $1,629 | $57,590-97.2% | $86,233-98.1% | $82,448-98.0% |
| Participation rate | 94.8% | 57.9%+37.0pp | 69.0%+25.8pp | 68.1%+26.8pp |
| Annual return | 15.17% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $54 | $4,730-98.9% | $8,342-99.4% | $7,234-99.3% |