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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 | $77,962-87.3% | $178,540-94.5% | $80,935-87.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 23.57% | 18.10%+5.5pp | 27.15%-3.6pp | 35.66%-12.1pp |
| Employer contribution / active EE | $2,880 | $2,280+26.3% | $3,953-27.1% | $2,757+4.5% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,156-100.0% | $10,424-100.0% | $6,924-100.0% |