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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 | $1,076 | $154,365-99.3% | $130,231-99.2% | $139,466-99.2% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 9.22% | 30.53%-21.3pp | 38.86%-29.6pp | 373.66%-364.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,712-100.0% |
| Admin fee / account holder | $134 | $9,214-98.5% | $6,020-97.8% | $11,409-98.8% |