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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 | $4,633 | $157,304-97.1% | $141,197-96.7% | $152,909-97.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.00% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $5,427 | $5,263+3.1% | $4,736+14.6% | $4,764+13.9% |
| Participant deferral / active EE | $4,516 | $7,111-36.5% | $6,710-32.7% | $5,851-22.8% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |