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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 | $5,773 | $100,911-94.3% | $90,440-93.6% | $158,966-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.21% | 1726.62%-1718.4pp | 1294.38%-1286.2pp | 302.95%-294.7pp |
| Employer contribution / active EE | $774 | $3,690-79.0% | $3,263-76.3% | $4,762-83.7% |
| Participant deferral / active EE | $2,242 | $4,348-48.4% | $3,964-43.4% | $5,983-62.5% |
| Admin fee / account holder | $287 | $6,507-95.6% | $5,615-94.9% | $11,250-97.5% |