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Participant 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 | $10,385 | $209,336-95.0% | $197,124-94.7% | $137,256-92.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.56% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $949 | $9,614-90.1% | $9,135-89.6% | $6,407-85.2% |
| Admin fee / account holder | $273 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |