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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 | $24,165 | $211,224-88.6% | $178,505-86.5% | $145,897-83.4% |
| Participation rate | 56.3% | 80.8%-24.6pp | 77.1%-20.9pp | 80.3%-24.1pp |
| Annual return | 23.11% | 30.28%-7.2pp | 27.16%-4.0pp | 552.29%-529.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $203 | $12,109-98.3% | $10,428-98.1% | $13,390-98.5% |