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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,066 | $202,342-47.6% | $172,752-38.6% | $152,897-30.6% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.5%-21.3pp |
| Annual return | 6.34% | 1029.83%-1023.5pp | 802.97%-796.6pp | 345.43%-339.1pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |