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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,500 | $217,432-61.1% | $185,849-54.5% | $167,536-49.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.52% | 148.42%-133.9pp | 122.10%-107.6pp | 478.82%-464.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $29,625 | $6,357+366.0% | $5,569+432.0% | $6,342+367.1% |
| Admin fee / account holder | $12 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |