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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 | $1,309 | $75,541-98.3% | $152,093-99.1% | $82,637-98.4% |
| Participation rate | 61.5% | 66.5%-5.0pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 13.82% | 32.56%-18.7pp | 66.36%-52.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $135 | $6,405-97.9% | $14,497-99.1% | $7,339-98.2% |