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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,200 | $228,352-74.5% | $185,827-68.7% | $158,950-63.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.40% | 40.81%-26.4pp | 35.96%-21.6pp | 302.91%-288.5pp |
| Employer contribution / active EE | $760 | $4,967-84.7% | $4,087-81.4% | $4,762-84.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $210 | $11,867-98.2% | $9,502-97.8% | $11,248-98.1% |