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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 | $336 | $122,962-99.7% | $71,585-99.5% | $138,895-99.8% |
| Participation rate | 0.0% | 68.9%-68.9pp | 68.2%-68.2pp | 79.9%-79.9pp |
| Annual return | 0.00% | 37.84%-37.8pp | 59.26%-59.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $9,279 | $2,620+254.2% | $1,669+456.1% | $4,194+121.2% |
| Participant deferral / active EE | $15,156 | $4,311+251.5% | $2,923+418.4% | $6,396+137.0% |
| Admin fee / account holder | $129 | $6,488-98.0% | $4,712-97.3% | $12,562-99.0% |