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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,048 | $55,122-85.4% | $104,625-92.3% | $73,493-89.0% |
| Participation rate | 92.1% | 67.7%+24.4pp | 74.1%+18.1pp | 70.7%+21.4pp |
| Annual return | -1.00% | 24.77%-25.8pp | 340.60%-341.6pp | 28.51%-29.5pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $38 | $423-91.1% | $6,465-99.4% | $513-92.6% |