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Annual investment return 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 | $50,594 | $172,111-70.6% | $150,298-66.3% | $137,256-63.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.74% | 69.37%-58.6pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $21,632 | $4,636+366.6% | $4,154+420.7% | $4,156+420.5% |
| Participant deferral / active EE | $12,222 | $6,166+98.2% | $5,453+124.1% | $6,407+90.8% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |