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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 | $23,642 | $157,276-85.0% | $141,177-83.3% | $152,885-84.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.16% | 64.33%-46.2pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,160 | $7,110+71.0% | $6,710+81.2% | $5,851+107.8% |
| Admin fee / account holder | $9 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |