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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,974 | $88,754-75.2% | $81,820-73.1% | $145,877-84.9% |
| Participation rate | 54.2% | 75.1%-20.9pp | 72.4%-18.2pp | 80.3%-26.1pp |
| Annual return | 20.71% | 1031.77%-1011.1pp | 777.93%-757.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $554 | $3,085-82.0% | $2,915-81.0% | $4,663-88.1% |
| Participant deferral / active EE | $1,743 | $4,648-62.5% | $4,323-59.7% | $6,691-73.9% |
| Admin fee / account holder | $8 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |