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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,872 | $49,891-94.2% | $80,607-96.4% | $75,181-96.2% |
| Participation rate | 96.6% | 55.3%+41.2pp | 67.0%+29.5pp | 67.2%+29.4pp |
| Annual return | 15.92% | 34.67%-18.7pp | 936.11%-920.2pp | 160.69%-144.8pp |
| Employer contribution / active EE | $1,281 | $1,698-24.6% | $2,724-53.0% | $2,671-52.0% |
| Participant deferral / active EE | $2,295 | $2,991-23.3% | $4,448-48.4% | $4,126-44.4% |
| Admin fee / account holder | $27 | $3,578-99.2% | $5,379-99.5% | $5,650-99.5% |