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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 | $104,184 | $150,197-30.6% | $120,368-13.4% | $145,959-28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 0.46% | 154.26%-153.8pp | 107.26%-106.8pp | 561.95%-561.5pp |
| Employer contribution / active EE | $2,354 | $4,350-45.9% | $3,465-32.1% | $4,661-49.5% |
| Participant deferral / active EE | $18,000 | $6,174+191.6% | $4,991+260.6% | $6,689+169.1% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |