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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,920 | $30,437-87.1% | $56,033-93.0% | $74,459-94.7% |
| Participation rate | 33.1% | 32.9%+0.3pp | 52.5%-19.3pp | 67.2%-34.1pp |
| Annual return | 10.87% | 24.96%-14.1pp | 1711.38%-1700.5pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $162 | $2,363-93.2% | $2,827-94.3% | $1,945-91.7% |