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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 | $6,697 | $88,778-92.5% | $81,844-91.8% | $145,884-95.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.01% | 1033.03%-1024.0pp | 778.87%-769.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $4,757 | $3,087+54.1% | $2,916+63.1% | $4,662+2.0% |
| Participant deferral / active EE | $14,635 | $4,648+214.8% | $4,323+238.5% | $6,690+118.8% |
| Admin fee / account holder | $216 | $8,430-97.4% | $7,355-97.1% | $13,392-98.4% |