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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 | $80,170 | $156,616-48.8% | $133,346-39.9% | $198,609-59.6% |
| Participation rate | 55.6% | 77.7%-22.2pp | 72.8%-17.3pp | 82.4%-26.8pp |
| Annual return | 15.03% | 44.25%-29.2pp | 36.85%-21.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $185 | $17,468-98.9% | $14,264-98.7% | $19,030-99.0% |