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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 | $27,470 | $100,203-72.6% | $85,240-67.8% | $145,897-81.2% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.7pp |
| Annual return | 28.87% | 84.28%-55.4pp | 66.75%-37.9pp | 552.29%-523.4pp |
| Employer contribution / active EE | $1,109 | $3,242-65.8% | $2,735-59.5% | $4,663-76.2% |
| Participant deferral / active EE | $2,635 | $5,299-50.3% | $4,527-41.8% | $6,689-60.6% |
| Admin fee / account holder | $133 | $7,265-98.2% | $6,165-97.8% | $13,390-99.0% |