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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 | $159,934-44.9% | $147,005-40.1% | $145,959-39.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.18% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $4,158 | $5,287-21.4% | $4,934-15.7% | $4,661-10.8% |
| Participant deferral / active EE | $30,186 | $8,427+258.2% | $8,070+274.1% | $6,689+351.3% |
| Admin fee / account holder | $125 | $15,053-99.2% | $13,006-99.0% | $13,398-99.1% |