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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 | $4,874 | $88,778-94.5% | $81,844-94.0% | $145,884-96.7% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.43% | 1033.03%-1021.6pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $616 | $3,087-80.1% | $2,916-78.9% | $4,662-86.8% |
| Participant deferral / active EE | $2,463 | $4,648-47.0% | $4,323-43.0% | $6,690-63.2% |
| Admin fee / account holder | $264 | $8,430-96.9% | $7,355-96.4% | $13,392-98.0% |