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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 | $2,356 | $90,691-97.4% | $76,119-96.9% | $145,884-98.4% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.1%+0.5pp | 80.3%-10.7pp |
| Annual return | 9.67% | 624.52%-614.9pp | 361.25%-351.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62 | $8,383-99.3% | $6,421-99.0% | $13,392-99.5% |