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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 | $4,140 | $29,667-86.0% | $56,441-92.7% | $80,874-94.9% |
| Participation rate | 8.6% | 41.7%-33.1pp | 52.5%-43.9pp | 67.6%-59.1pp |
| Annual return | 8.76% | 35.22%-26.5pp | 1704.21%-1695.4pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $158 | $2,429-93.5% | $2,829-94.4% | $6,935-97.7% |