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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 | $11,640 | $104,607-88.9% | $96,544-87.9% | - |
| Participation rate | 85.9% | 76.2%+9.7pp | 76.0%+9.9pp | - |
| Annual return | 15.13% | 9.56%+5.6pp | 25.88%-10.7pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,966-100.0% | - |
| Participant deferral / active EE | $0 | $4,312-100.0% | $4,851-100.0% | - |
| Admin fee / account holder | $293 | $45,340-99.4% | $8,254-96.5% | - |