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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 | $32,367 | $167,323-80.7% | $143,770-77.5% | $134,493-75.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.55% | 0.47%-16.0pp | -0.04%-15.5pp | 418.01%-433.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $18,000 | $6,446+179.2% | $5,638+219.3% | $6,400+181.3% |
| Admin fee / account holder | $259 | $18,088-98.6% | $14,673-98.2% | $11,425-97.7% |