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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 | $10,277 | $175,231-94.1% | $149,696-93.1% | $139,466-92.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.18% | 166.77%-145.6pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,657 | $5,478-51.5% | $4,821-44.9% | $4,754-44.1% |
| Participant deferral / active EE | $7,673 | $6,521+17.7% | $5,682+35.0% | $6,712+14.3% |
| Admin fee / account holder | $68 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |