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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 | $106,524-99.2% | $152,301-99.4% | $87,485-99.0% |
| Participation rate | 72.4% | 75.8%-3.3pp | 82.4%-10.0pp | 68.9%+3.5pp |
| Annual return | 10.69% | 26.89%-16.2pp | 80.50%-69.8pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $65 | $8,287-99.2% | $14,398-99.5% | $7,775-99.2% |