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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 | $6,796 | $138,102-95.1% | $125,381-94.6% | $134,532-94.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.49% | 750.73%-781.2pp | 572.31%-602.8pp | 418.27%-448.8pp |
| Employer contribution / active EE | $16,945 | $5,245+223.0% | $4,815+251.9% | $4,741+257.4% |
| Participant deferral / active EE | $23,750 | $7,801+204.5% | $7,448+218.9% | $6,401+271.0% |
| Admin fee / account holder | $161 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |