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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 | $21,732 | $160,070-86.4% | $147,117-85.2% | $145,897-85.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.90% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $8,761 | $5,285+65.8% | $4,932+77.6% | $4,663+87.9% |
| Participant deferral / active EE | $14,154 | $8,419+68.1% | $8,065+75.5% | $6,689+111.6% |
| Admin fee / account holder | $23 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |