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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 | $18,546 | $138,102-86.6% | $125,381-85.2% | $134,532-86.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -67.72% | 750.73%-818.4pp | 572.31%-640.0pp | 418.27%-486.0pp |
| Employer contribution / active EE | $25,299 | $5,245+382.3% | $4,815+425.4% | $4,741+433.6% |
| Participant deferral / active EE | $76,617 | $7,801+882.2% | $7,448+928.7% | $6,401+1097.0% |
| Admin fee / account holder | $52 | $11,568-99.6% | $10,007-99.5% | $11,429-99.5% |