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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 | $6,125 | $211,288-97.1% | $178,540-96.6% | $145,884-95.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.15% | 30.27%-20.1pp | 27.15%-17.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,759 | $6,967-46.0% | $6,281-40.1% | $6,690-43.8% |
| Admin fee / account holder | $101 | $12,105-99.2% | $10,424-99.0% | $13,392-99.2% |