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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 | $10,929 | $111,785-90.2% | $93,669-88.3% | $145,877-92.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.75% | 203.79%-193.0pp | 133.59%-122.8pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,775 | $3,096-42.7% | $2,424-26.8% | $4,663-61.9% |
| Participant deferral / active EE | $2,905 | $4,919-40.9% | $4,416-34.2% | $6,691-56.6% |
| Admin fee / account holder | $70 | $10,256-99.3% | $8,291-99.2% | $13,402-99.5% |