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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 | $387 | $45,343-99.1% | $150,298-99.7% | $67,986-99.4% |
| Participation rate | 42.9% | 51.9%-8.9pp | 77.8%-34.8pp | 57.2%-14.3pp |
| Annual return | 17.53% | 33.28%-15.7pp | 62.79%-45.3pp | 31.67%-14.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $7 | $2,250-99.7% | $14,116-99.9% | $3,203-99.8% |