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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 | $26,683 | $48,570-45.1% | $130,660-79.6% | $72,975-63.4% |
| Participation rate | 53.6% | 58.6%-5.0pp | 71.7%-18.2pp | 69.5%-15.9pp |
| Annual return | 11.05% | 38.63%-27.6pp | 1709.29%-1698.2pp | 81.01%-70.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $227 | $3,549-93.6% | $5,463-95.8% | $5,124-95.6% |