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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 | $1,459 | $56,894-97.4% | $84,753-98.3% | $62,881-97.7% |
| Participation rate | 83.1% | 68.5%+14.5pp | 76.6%+6.5pp | 69.3%+13.8pp |
| Annual return | 0.53% | 6.30%-5.8pp | 22.78%-22.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $123 | $3,581-96.6% | $5,333-97.7% | $4,296-97.1% |