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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 | $28,680 | $89,370-67.9% | $141,197-79.7% | $72,976-60.7% |
| Participation rate | 27.5% | 75.1%-47.7pp | 82.5%-55.0pp | 69.5%-42.0pp |
| Annual return | 20.51% | 111.88%-91.4pp | 71.41%-50.9pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $207 | $5,957-96.5% | $10,265-98.0% | $5,124-96.0% |