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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 | $174,379-71.0% | $152,093-66.7% | $138,895-63.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.74% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $21,632 | $4,652+365.0% | $4,175+418.2% | $4,194+415.8% |
| Participant deferral / active EE | $12,222 | $6,159+98.4% | $5,451+124.2% | $6,396+91.1% |
| Admin fee / account holder | $17 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |