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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 | $57,400 | $156,963-63.4% | $121,204-52.6% | $139,466-58.8% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 20.77% | 1476.75%-1456.0pp | 987.18%-966.4pp | 373.66%-352.9pp |
| Employer contribution / active EE | $5,729 | $5,544+3.3% | $4,170+37.4% | $4,754+20.5% |
| Participant deferral / active EE | $24,362 | $4,848+402.5% | $4,083+496.7% | $6,712+263.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |