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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 | $39,768 | $108,942-63.5% | $100,415-60.4% | $145,897-72.7% |
| Participation rate | 27.3% | 83.0%-55.7pp | 81.5%-54.2pp | 80.3%-53.0pp |
| Annual return | 11.36% | 58.27%-46.9pp | 49.47%-38.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $175 | $9,702-98.2% | $7,906-97.8% | $13,390-98.7% |