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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 | $18,306 | $211,224-91.3% | $178,505-89.7% | $145,897-87.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.34% | 30.28%-27.9pp | 27.16%-24.8pp | 552.29%-550.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,600 | $6,966+52.2% | $6,280+68.8% | $6,689+58.5% |
| Admin fee / account holder | $6 | $12,109-100.0% | $10,428-99.9% | $13,390-100.0% |