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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 | $31,164 | $124,425-75.0% | $112,040-72.2% | $137,256-77.3% |
| Participation rate | 28.6% | 79.3%-50.7pp | 76.5%-47.9pp | 80.0%-51.4pp |
| Annual return | 10.42% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $200 | $15,207-98.7% | $12,098-98.3% | $12,270-98.4% |