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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,788 | $69,118-82.9% | $53,647-78.0% | $138,895-91.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 16.11% | 248.26%-232.2pp | 358.33%-342.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,156 | $2,274+478.5% | $1,813+625.6% | $6,396+105.7% |
| Admin fee / account holder | $255 | $2,724-90.6% | $2,460-89.6% | $12,562-98.0% |