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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 | $116,167-99.7% | $64,489-99.5% | $137,256-99.8% |
| Participation rate | 0.0% | 68.2%-68.2pp | 67.7%-67.7pp | 80.0%-80.0pp |
| Annual return | 0.00% | 36.55%-36.5pp | 55.03%-55.0pp | 220.34%-220.3pp |
| Employer contribution / active EE | $9,279 | $2,483+273.7% | $1,523+509.2% | $4,156+123.3% |
| Participant deferral / active EE | $15,156 | $4,215+259.6% | $2,778+445.5% | $6,407+136.6% |
| Admin fee / account holder | $129 | $6,188-97.9% | $4,260-97.0% | $12,270-98.9% |