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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,876 | $181,062-23.9% | $158,223-12.9% | $155,188-11.2% |
| Participation rate | 68.4% | 82.7%-14.2pp | 79.2%-10.8pp | 80.8%-12.4pp |
| Annual return | 19.54% | 57.39%-37.8pp | 52.09%-32.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $37 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |