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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 | $21,033 | $103,038-79.6% | $90,324-76.7% | $152,909-86.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.87% | 95.25%-86.4pp | 78.15%-69.3pp | 345.46%-336.6pp |
| Employer contribution / active EE | $5,683 | $3,141+81.0% | $2,856+99.0% | $4,764+19.3% |
| Participant deferral / active EE | $5,683 | $4,282+32.7% | $3,885+46.3% | $5,851-2.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |