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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 | $88,099 | $160,028-44.9% | $147,080-40.1% | $145,884-39.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.18% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,158 | $5,286-21.3% | $4,933-15.7% | $4,662-10.8% |
| Participant deferral / active EE | $30,186 | $8,422+258.4% | $8,066+274.2% | $6,690+351.2% |
| Admin fee / account holder | $125 | $15,030-99.2% | $12,989-99.0% | $13,392-99.1% |