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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 | $16,865 | $88,754-81.0% | $81,820-79.4% | $145,877-88.4% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 10.95% | 1031.77%-1020.8pp | 777.93%-767.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,232 | $4,648+141.7% | $4,323+159.8% | $6,691+67.9% |
| Admin fee / account holder | $13 | $8,424-99.9% | $7,391-99.8% | $13,402-99.9% |