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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 | $6,141 | $183,516-96.7% | $155,534-96.1% | $145,884-95.8% |
| Participation rate | 7.7% | 82.7%-75.0pp | 78.2%-70.5pp | 80.3%-72.6pp |
| Annual return | 9.52% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $164 | $19,293-99.1% | $15,900-99.0% | $13,392-98.8% |