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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 | $82,008 | $110,410-25.7% | $102,437-19.9% | $145,897-43.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.55% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $29,350 | $5,622+422.1% | $5,060+480.0% | $6,689+338.8% |
| Admin fee / account holder | $55 | $9,745-99.4% | $8,388-99.3% | $13,390-99.6% |