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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,271 | $76,519-98.3% | $56,025-97.7% | $145,897-99.1% |
| Participation rate | 31.8% | 63.2%-31.4pp | 52.5%-20.7pp | 80.3%-48.5pp |
| Annual return | 4.51% | 3017.03%-3012.5pp | 1712.69%-1708.2pp | 552.29%-547.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $50 | $3,331-98.5% | $2,828-98.2% | $13,390-99.6% |