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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 | $656 | $85,060-99.2% | $70,548-99.1% | $139,456-99.5% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.3%-68.3pp | 80.3%-80.3pp |
| Annual return | 33.90% | 30.38%+3.5pp | 32.78%+1.1pp | 373.45%-339.6pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $34 | $8,925-99.6% | $6,424-99.5% | $11,407-99.7% |