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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 | $155,555-92.8% | $146,866-92.4% | $155,188-92.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 15.65% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,464 | $4,647-47.0% | $4,425-44.3% | $4,248-42.0% |
| Participant deferral / active EE | $5,446 | $8,044-32.3% | $7,759-29.8% | $6,531-16.6% |
| Admin fee / account holder | $138 | $14,755-99.1% | $13,620-99.0% | $14,480-99.0% |