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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 | $162,136-93.1% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 15.65% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,464 | $4,890-49.6% | $4,624-46.7% | $4,379-43.7% |
| Participant deferral / active EE | $5,446 | $8,341-34.7% | $8,004-32.0% | $6,730-19.1% |
| Admin fee / account holder | $138 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |