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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,172 | $91,537-98.7% | $130,045-99.1% | $75,173-98.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 2192.15% | -631.55%+2823.7pp | -137.30%+2329.5pp | 160.72%+2031.4pp |
| Employer contribution / active EE | $1,837 | $2,845-35.4% | $4,321-57.5% | $2,671-31.2% |
| Participant deferral / active EE | $8,417 | $4,343+93.8% | $5,820+44.6% | $4,126+104.0% |
| Admin fee / account holder | $114 | $6,780-98.3% | $10,600-98.9% | $5,651-98.0% |