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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 | $2,546 | $93,098-97.3% | $77,081-96.7% | $134,509-98.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.59% | 62.63%-79.2pp | 42.33%-58.9pp | 418.13%-434.7pp |
| Employer contribution / active EE | $850 | $3,419-75.1% | $2,813-69.8% | $4,741-82.1% |
| Participant deferral / active EE | $4,216 | $5,239-19.5% | $4,428-4.8% | $6,400-34.1% |
| Admin fee / account holder | $124 | $6,945-98.2% | $5,427-97.7% | $11,427-98.9% |