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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 | $3,797 | $208,088-98.2% | $186,193-98.0% | $154,746-97.5% |
| Participation rate | 81.0% | 80.0%+1.0pp | 77.1%+3.8pp | 80.7%+0.3pp |
| Annual return | 18.26% | 89.97%-71.7pp | 78.03%-59.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $182 | $11,698-98.4% | $11,058-98.4% | $14,365-98.7% |