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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,846 | $68,880-87.2% | $120,580-92.7% | $80,959-89.1% |
| Participation rate | 76.7% | 61.7%+15.0pp | 72.0%+4.7pp | 67.7%+9.0pp |
| Annual return | 13.48% | 23.68%-10.2pp | 107.48%-94.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,174 | $3,191+93.5% | $4,995+23.6% | $4,300+43.6% |
| Admin fee / account holder | $17 | $5,785-99.7% | $9,418-99.8% | $6,925-99.8% |