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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 | $70,366-16.6% | $66,674-12.0% | $138,895-57.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.89% | 386.41%-375.5pp | 321.24%-310.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $3,810 | $2,765+37.8% | $2,620+45.4% | $4,194-9.2% |
| Participant deferral / active EE | $15,425 | $4,374+252.6% | $4,084+277.7% | $6,396+141.2% |
| Admin fee / account holder | $71 | $5,262-98.7% | $5,098-98.6% | $12,562-99.4% |