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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,575 | $95,975-62.9% | $74,549-52.3% | $135,379-73.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.24% | 56.96%-66.2pp | 32.53%-41.8pp | 519.79%-529.0pp |
| Employer contribution / active EE | $3,756 | $2,716+38.3% | $1,961+91.5% | $4,779-21.4% |
| Participant deferral / active EE | $5,754 | $3,844+49.7% | $3,108+85.1% | $5,609+2.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |