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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,452 | $61,605-87.9% | $112,273-93.4% | $75,173-90.1% |
| Participation rate | 60.0% | 61.7%-1.7pp | 72.4%-12.4pp | 67.2%-7.2pp |
| Annual return | 14.72% | 28.47%-13.8pp | 30.23%-15.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $237 | $4,862-95.1% | $7,752-96.9% | $5,651-95.8% |