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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 | $23,328 | $160,070-85.4% | $147,117-84.1% | $145,897-84.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.59% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $15,891 | $5,285+200.7% | $4,932+222.2% | $4,663+240.8% |
| Participant deferral / active EE | $10,130 | $8,419+20.3% | $8,065+25.6% | $6,689+51.4% |
| Admin fee / account holder | $226 | $15,035-98.5% | $12,993-98.3% | $13,390-98.3% |