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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,015 | $91,179+197.2% | $178,499+51.8% | $79,852+239.4% |
| Participation rate | 27.9% | 69.2%-41.3pp | 81.9%-54.0pp | 69.6%-41.7pp |
| Annual return | 12.96% | 24.19%-11.2pp | 151.10%-138.1pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $78 | $6,749-98.8% | $13,986-99.4% | $5,306-98.5% |