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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 | $1,510 | $72,426-97.9% | $67,560-97.8% | $145,897-99.0% |
| Participation rate | 72.7% | 76.9%-4.2pp | 72.9%-0.2pp | 80.3%-7.6pp |
| Annual return | 18.25% | 7226.78%-7208.5pp | 3533.50%-3515.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,718 | $4,785-43.2% | $4,004-32.1% | $6,689-59.4% |
| Admin fee / account holder | $108 | $5,514-98.0% | $3,994-97.3% | $13,390-99.2% |