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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 | $68,573-87.1% | $120,368-92.7% | $80,874-89.1% |
| Participation rate | 76.7% | 61.6%+15.1pp | 71.9%+4.8pp | 67.6%+9.0pp |
| Annual return | 13.48% | 23.61%-10.1pp | 107.26%-93.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,174 | $3,174+94.5% | $4,991+23.7% | $4,297+43.7% |
| Admin fee / account holder | $17 | $5,734-99.7% | $9,429-99.8% | $6,935-99.8% |