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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 | $16,838 | $99,011-83.0% | $86,582-80.6% | $147,586-88.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.89% | 1312.75%-1305.9pp | 965.08%-958.2pp | 578.59%-571.7pp |
| Employer contribution / active EE | $5,414 | $3,132+72.8% | $2,839+90.7% | $4,876+11.0% |
| Participant deferral / active EE | $5,414 | $3,972+36.3% | $3,609+50.0% | $5,439-0.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |