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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,230 | $110,410-96.2% | $102,437-95.9% | $145,897-97.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.79% | 24.85%-15.1pp | 24.95%-15.2pp | 552.29%-542.5pp |
| Employer contribution / active EE | $495 | $4,217-88.3% | $3,871-87.2% | $4,663-89.4% |
| Participant deferral / active EE | $3,322 | $5,622-40.9% | $5,060-34.4% | $6,689-50.3% |
| Admin fee / account holder | $31 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |