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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 | $956 | $66,704-98.6% | - | $152,909-99.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | - | 82.5%+17.5pp |
| Annual return | 18.96% | 27.69%-8.7pp | - | 345.46%-326.5pp |
| Employer contribution / active EE | $0 | $2,786-100.0% | - | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,168-100.0% | - | $5,851-100.0% |
| Admin fee / account holder | $5 | $4,701-99.9% | - | $11,601-100.0% |