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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 | $94,927 | $138,114-31.3% | $125,391-24.3% | $134,545-29.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.53% | 750.88%-770.4pp | 572.41%-591.9pp | 418.37%-437.9pp |
| Employer contribution / active EE | $7,276 | $5,246+38.7% | $4,816+51.1% | $4,742+53.4% |
| Participant deferral / active EE | $5,200 | $7,801-33.3% | $7,448-30.2% | $6,401-18.8% |
| Admin fee / account holder | $87 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |