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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 | $21,826 | $96,361-77.3% | $80,607-72.9% | $139,456-84.3% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.5pp | 80.3%-41.9pp |
| Annual return | 20.58% | 1350.95%-1330.4pp | 936.11%-915.5pp | 373.45%-352.9pp |
| Employer contribution / active EE | $441 | $3,262-86.5% | $2,724-83.8% | $4,753-90.7% |
| Participant deferral / active EE | $1,761 | $5,232-66.3% | $4,448-60.4% | $6,711-73.8% |
| Admin fee / account holder | $135 | $6,601-98.0% | $5,379-97.5% | $11,407-98.8% |