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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 | $42,781 | $165,361-74.1% | $149,715-71.4% | $158,950-73.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.74% | 348.24%-335.5pp | 276.66%-263.9pp | 302.91%-290.2pp |
| Employer contribution / active EE | $5,197 | $5,103+1.8% | $4,645+11.9% | $4,762+9.1% |
| Participant deferral / active EE | $5,194 | $7,182-27.7% | $6,842-24.1% | $5,983-13.2% |
| Admin fee / account holder | $210 | $10,808-98.1% | $9,310-97.7% | $11,248-98.1% |