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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,822 | $48,364-85.9% | $71,796-90.5% | $62,881-89.2% |
| Participation rate | 73.8% | 60.6%+13.1pp | 69.1%+4.6pp | 69.3%+4.4pp |
| Annual return | -2.32% | 13.16%-15.5pp | 78.04%-80.4pp | 20.14%-22.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $120 | $3,771-96.8% | $4,815-97.5% | $4,296-97.2% |