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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 | $10,447 | $154,228-93.2% | $145,433-92.8% | $137,256-92.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.34% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,537 | $4,804-26.4% | $4,554-22.4% | $4,156-14.9% |
| Participant deferral / active EE | $15,161 | $8,216+84.5% | $7,897+92.0% | $6,407+136.6% |
| Admin fee / account holder | $258 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |