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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 | $9,265 | $90,400-89.8% | $186,193-95.0% | $87,485-89.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 0.00% | 22.15%-22.1pp | 78.03%-78.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $246 | $8,673-97.2% | $11,058-97.8% | $7,775-96.8% |