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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,592 | $65,378-83.8% | $87,103-87.8% | $65,186-83.8% |
| Participation rate | 98.1% | 75.3%+22.7pp | 76.9%+21.2pp | 70.2%+27.9pp |
| Annual return | 20.58% | 31.28%-10.7pp | 28.19%-7.6pp | 29.39%-8.8pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $261 | $520-49.8% | $7,491-96.5% | $847-69.2% |