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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 | $22,716 | $157,304-85.6% | $141,197-83.9% | $152,909-85.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 23.29% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,607 | $7,111-63.3% | $6,710-61.1% | $5,851-55.4% |
| Admin fee / account holder | $85 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |