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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 | $6,638 | $180,749-96.3% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.16% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,706 | $4,155-58.9% | $3,733-54.3% | $4,156-59.0% |
| Participant deferral / active EE | $2,293 | $6,844-66.5% | $6,293-63.6% | $6,407-64.2% |
| Admin fee / account holder | $80 | $10,397-99.2% | $9,717-99.2% | $12,270-99.4% |