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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,040 | $115,814-94.8% | $101,275-94.0% | $158,982-96.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 1840.10% | 56.16%+1783.9pp | 46.48%+1793.6pp | 302.99%+1537.1pp |
| Employer contribution / active EE | $671 | $4,176-83.9% | $3,660-81.7% | $4,763-85.9% |
| Participant deferral / active EE | $2,536 | $4,958-48.9% | $4,371-42.0% | $5,983-57.6% |
| Admin fee / account holder | $30 | $7,249-99.6% | $5,948-99.5% | $11,252-99.7% |