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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 | $105,374 | $138,075-23.7% | $123,552-14.7% | $135,379-22.2% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | 9.64% | 153.70%-144.1pp | 119.20%-109.6pp | 519.79%-510.2pp |
| Employer contribution / active EE | $2,000 | $5,152-61.2% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $29,228 | $6,800+329.8% | $6,426+354.8% | $5,609+421.1% |
| Admin fee / account holder | $231 | $10,917-97.9% | $9,285-97.5% | $10,828-97.9% |