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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 | $101,618+34.8% | $93,063+47.1% | $137,256-0.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 14.61% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,120 | $2,707-58.6% | $2,476-54.8% | $4,156-73.1% |
| Participant deferral / active EE | $1,416 | $4,279-66.9% | $3,958-64.2% | $6,407-77.9% |
| Admin fee / account holder | $30 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |