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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,027 | $160,028-89.4% | $147,080-88.4% | $145,884-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.28% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $637 | $5,286-87.9% | $4,933-87.1% | $4,662-86.3% |
| Participant deferral / active EE | $3,249 | $8,422-61.4% | $8,066-59.7% | $6,690-51.4% |
| Admin fee / account holder | $126 | $15,030-99.2% | $12,989-99.0% | $13,392-99.1% |