Filed December 21, 2023
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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 | $6,890 | $46,877-85.3% | $122,354-94.4% | $70,126-90.2% |
| Participation rate | 76.1% | 58.2%+17.9pp | 71.6%+4.5pp | 69.5%+6.6pp |
| Annual return | 17.97% | 24.22%-6.3pp | 30.28%-12.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $270 | $3,324-91.9% | $5,479-95.1% | $4,645-94.2% |