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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 | $58,680 | $72,071-18.6% | $68,368-14.2% | $137,256-57.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.89% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,810 | $2,788+36.7% | $2,649+43.8% | $4,156-8.3% |
| Participant deferral / active EE | $15,425 | $4,410+249.8% | $4,123+274.1% | $6,407+140.8% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |