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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 | $46,780 | $110,379-57.6% | $102,412-54.3% | $145,884-67.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 24.84%-9.2pp | 24.94%-9.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,210 | $5,622-78.5% | $5,060-76.1% | $6,690-81.9% |
| Admin fee / account holder | $256 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |