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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $448 | $76,608-99.4% | $56,077-99.2% | $145,877-99.7% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 3009.59%-3009.6pp | 1709.28%-1709.3pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,567 | $2,624-2.2% | $1,954+31.4% | $6,691-61.6% |
| Admin fee / account holder | $49 | $3,325-98.5% | $2,825-98.3% | $13,402-99.6% |