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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 | $476 | $51,638-99.1% | $68,368-99.3% | $82,448-99.4% |
| Participation rate | 62.7% | 63.6%-0.9pp | 73.8%-11.1pp | 68.1%-5.4pp |
| Annual return | 18.46% | 37.53%-19.1pp | 292.57%-274.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |