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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $411,093 | $181,896+126.0% | $156,551+162.6% | $273,972+50.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -7.25% | 30.74%-38.0pp | 32.23%-39.5pp | 41.46%-48.7pp |
| Employer contribution / active EE | $24,000 | $6,248+284.1% | $5,501+336.3% | $4,869+392.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $272 | $15,560-98.3% | $13,028-97.9% | $10,133-97.3% |