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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 | $1,991 | $88,778-97.8% | $81,844-97.6% | $145,884-98.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.72% | 1033.03%-1028.3pp | 778.87%-774.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,836 | $4,648-17.5% | $4,323-11.3% | $6,690-42.7% |
| Admin fee / account holder | $9 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |