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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 | $88,710-75.2% | $81,783-73.1% | $145,959-84.9% |
| Participation rate | 54.2% | 75.0%-20.9pp | 72.4%-18.2pp | 80.3%-26.1pp |
| Annual return | 20.71% | 1027.26%-1006.5pp | 775.05%-754.3pp | 561.95%-541.2pp |
| Employer contribution / active EE | $554 | $3,083-82.0% | $2,913-81.0% | $4,661-88.1% |
| Participant deferral / active EE | $1,743 | $4,645-62.5% | $4,320-59.6% | $6,689-73.9% |
| Admin fee / account holder | $8 | $8,407-99.9% | $7,380-99.9% | $13,398-99.9% |