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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 | $50,756 | $96,678-47.5% | $86,640-41.4% | $139,466-63.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 18.35% | 106.69%-88.3pp | 592.52%-574.2pp | 373.66%-355.3pp |
| Employer contribution / active EE | $4,500 | $3,265+37.8% | $3,024+48.8% | $4,754-5.3% |
| Participant deferral / active EE | $4,500 | $4,837-7.0% | $4,438+1.4% | $6,712-33.0% |
| Admin fee / account holder | $193 | $6,410-97.0% | $5,616-96.6% | $11,409-98.3% |