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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $136,942 | $102,938+33.0% | $94,105+45.5% | $138,895-1.4% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 14.61% | 250.28%-235.7pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,120 | $2,732-59.0% | $2,504-55.3% | $4,194-73.3% |
| Participant deferral / active EE | $1,416 | $4,196-66.3% | $3,881-63.5% | $6,396-77.9% |
| Admin fee / account holder | $30 | $6,600-99.5% | $6,199-99.5% | $12,562-99.8% |