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Participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,187 | $110,093-98.9% | $97,295-98.8% | $145,897-99.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 132.00% | 244.76%-112.8pp | 75.62%+56.4pp | 552.29%-420.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $369 | $4,678-92.1% | $4,264-91.3% | $6,689-94.5% |
| Admin fee / account holder | $34 | $6,212-99.5% | $5,646-99.4% | $13,390-99.7% |