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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 | $8,381 | $45,031-81.4% | $85,009-90.1% | $77,671-89.2% |
| Participation rate | 22.1% | 48.7%-26.5pp | 67.5%-45.4pp | 70.6%-48.4pp |
| Annual return | 11.91% | 79.22%-67.3pp | 66.47%-54.6pp | 31.21%-19.3pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $159 | $912-82.5% | $6,153-97.4% | $430-62.9% |