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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,334 | $76,407-90.4% | $150,298-95.1% | $82,448-91.1% |
| Participation rate | 58.5% | 66.4%-7.9pp | 77.8%-19.2pp | 68.1%-9.5pp |
| Annual return | 5.90% | 39.99%-34.1pp | 62.79%-56.9pp | 41.64%-35.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $140 | $6,352-97.8% | $14,116-99.0% | $7,234-98.1% |