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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 | $5,853 | $57,828-89.9% | $117,039-95.0% | $70,126-91.7% |
| Participation rate | 81.0% | 67.1%+13.9pp | 77.2%+3.9pp | 69.5%+11.5pp |
| Annual return | 14.14% | 17.55%-3.4pp | 18.95%-4.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $252 | $3,548-92.9% | $5,974-95.8% | $4,645-94.6% |