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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,689 | $160,028-67.1% | $147,080-64.2% | $145,884-63.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.04% | 98.60%-84.6pp | 420.17%-406.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,200 | $8,422+44.9% | $8,066+51.2% | $6,690+82.4% |
| Admin fee / account holder | $242 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |