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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 | $4,959 | $57,590-91.4% | $86,233-94.2% | $82,448-94.0% |
| Participation rate | 76.3% | 57.9%+18.5pp | 69.0%+7.3pp | 68.1%+8.2pp |
| Annual return | 14.69% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $196 | $4,730-95.9% | $8,342-97.6% | $7,234-97.3% |