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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,727 | $80,763-96.6% | $102,412-97.3% | $74,459-96.3% |
| Participation rate | 22.3% | 65.7%-43.4pp | 74.5%-52.2pp | 67.2%-44.9pp |
| Annual return | 6.84% | 27.57%-20.7pp | 24.94%-18.1pp | 1369.70%-1362.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $172 | $2,371-92.8% | $8,388-98.0% | $1,945-91.2% |