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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 | $2,529 | $77,638-96.7% | $156,551-98.4% | $62,881-96.0% |
| Participation rate | 31.1% | 71.2%-40.1pp | 84.0%-52.9pp | 69.3%-38.2pp |
| Annual return | -0.09% | 50.33%-50.4pp | 32.23%-32.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $6,756 | $3,444+96.2% | $5,501+22.8% | $2,281+196.2% |
| Participant deferral / active EE | $3,178 | $3,046+4.4% | $4,871-34.8% | $3,203-0.8% |
| Admin fee / account holder | $112 | $5,561-98.0% | $13,028-99.1% | $4,296-97.4% |