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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 | $2,153 | $108,695-98.0% | $74,722-97.1% | $152,897-98.6% |
| Participation rate | 0.0% | 65.4%-65.4pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 21.45% | 114.11%-92.7pp | 753.11%-731.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $93 | $4,906-98.1% | $3,335-97.2% | $11,599-99.2% |