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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,152 | $148,623-64.9% | $135,974-61.6% | $139,466-62.6% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | -17.68% | 79.30%-97.0pp | 68.30%-86.0pp | 373.66%-391.3pp |
| Employer contribution / active EE | $1,358 | $5,246-74.1% | $4,859-72.1% | $4,754-71.4% |
| Participant deferral / active EE | $2,641 | $8,103-67.4% | $7,760-66.0% | $6,712-60.7% |
| Admin fee / account holder | $110 | $12,406-99.1% | $10,767-99.0% | $11,409-99.0% |