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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 | $540 | $126,661-99.6% | $113,397-99.5% | $138,895-99.6% |
| Participation rate | 87.0% | 79.4%+7.5pp | 76.5%+10.5pp | 79.9%+7.0pp |
| Annual return | 17.09% | 25.05%-8.0pp | 23.20%-6.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |