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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 | $11,164 | $156,398-92.9% | $147,318-92.4% | $138,895-92.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.65% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,464 | $4,853-49.2% | $4,593-46.4% | $4,194-41.3% |
| Participant deferral / active EE | $5,446 | $8,237-33.9% | $7,906-31.1% | $6,396-14.9% |
| Admin fee / account holder | $138 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |