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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 | $877 | $106,749-99.2% | $145,433-99.4% | $82,448-98.9% |
| Participation rate | 72.4% | 75.6%-3.2pp | 82.1%-9.7pp | 68.1%+4.3pp |
| Annual return | 10.69% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $65 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |