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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 | $13,066 | $86,298-84.9% | $111,308-88.3% | $85,847-84.8% |
| Participation rate | 97.9% | 73.3%+24.5pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 13.54% | 19.99%-6.5pp | 54.67%-41.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $155 | $8,189-98.1% | $7,965-98.1% | $6,261-97.5% |