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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 | $20,842 | $183,516-88.6% | $155,534-86.6% | $145,884-85.7% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 11.60% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $284 | $19,293-98.5% | $15,900-98.2% | $13,392-97.9% |