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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 | $37,050 | $105,856-65.0% | $90,161-58.9% | $147,586-74.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 22.03% | 37.63%-15.6pp | 34.89%-12.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $21,150 | $4,126+412.5% | $3,318+537.4% | $4,876+333.7% |
| Participant deferral / active EE | $21,288 | $5,733+271.3% | $5,287+302.6% | $5,439+291.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |