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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 | $9,868 | $78,013-87.4% | $178,449-94.5% | $80,911-87.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 23.57% | 18.07%+5.5pp | 27.09%-3.5pp | 35.63%-12.1pp |
| Employer contribution / active EE | $2,880 | $2,287+25.9% | $3,951-27.1% | $2,756+4.5% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,277-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,166-100.0% | $10,362-100.0% | $6,935-100.0% |