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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 | $5,612 | $180,749-96.9% | $160,784-96.5% | $137,256-95.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 15.06% | 2234.46%-2219.4pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $216 | $10,397-97.9% | $9,717-97.8% | $12,270-98.2% |