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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 | $150,346-30.7% | $120,524-13.6% | $145,877-28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 0.46% | 154.40%-153.9pp | 107.36%-106.9pp | 551.28%-550.8pp |
| Employer contribution / active EE | $2,354 | $4,353-45.9% | $3,469-32.2% | $4,663-49.5% |
| Participant deferral / active EE | $18,000 | $6,172+191.6% | $4,994+260.5% | $6,691+169.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |