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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 | $215,867 | $156,927+37.6% | $121,169+78.2% | $139,456+54.8% |
| Participation rate | 92.9% | 76.4%+16.4pp | 69.5%+23.3pp | 80.3%+12.5pp |
| Annual return | 2.01% | 1475.85%-1473.8pp | 986.71%-984.7pp | 373.45%-371.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $169 | $6,946-97.6% | $5,645-97.0% | $11,407-98.5% |