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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 | $59,538 | $88,754-32.9% | $81,820-27.2% | $145,877-59.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.39% | 1031.77%-1016.4pp | 777.93%-762.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,188 | $3,085+3.3% | $2,915+9.3% | $4,663-31.6% |
| Participant deferral / active EE | $3,188 | $4,648-31.4% | $4,323-26.3% | $6,691-52.4% |
| Admin fee / account holder | $214 | $8,424-97.5% | $7,391-97.1% | $13,402-98.4% |