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Employer 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 | $1,017 | $110,039-99.1% | $97,260-99.0% | $145,884-99.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.43% | 244.44%-228.0pp | 75.54%-59.1pp | 551.85%-535.4pp |
| Employer contribution / active EE | $306 | $3,074-90.1% | $2,721-88.8% | $4,662-93.4% |
| Participant deferral / active EE | $1,042 | $4,674-77.7% | $4,262-75.5% | $6,690-84.4% |
| Admin fee / account holder | $29 | $6,204-99.5% | $5,640-99.5% | $13,392-99.8% |