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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 | $87,166+68.8% | $76,735+91.8% | $137,256+7.2% |
| Participation rate | 61.5% | 74.4%-12.8pp | 69.5%-8.0pp | 80.0%-18.4pp |
| Annual return | -9.40% | 26.50%-35.9pp | 29.77%-39.2pp | 220.34%-229.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $94 | $8,403-98.9% | $7,189-98.7% | $12,270-99.2% |