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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 | $147,165 | $106,588+38.1% | $94,215+56.2% | $155,188-5.2% |
| Participation rate | 61.5% | 74.3%-12.7pp | 70.0%-8.4pp | 80.8%-19.3pp |
| Annual return | -9.40% | 29.39%-38.8pp | 28.22%-37.6pp | 148.84%-158.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $94 | $12,281-99.2% | $10,216-99.1% | $14,480-99.3% |