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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 | $112,630 | $115,814-2.7% | $101,275+11.2% | $158,982-29.2% |
| Participation rate | 60.9% | 79.4%-18.5pp | 75.8%-14.9pp | 82.0%-21.1pp |
| Annual return | 95.34% | 56.16%+39.2pp | 46.48%+48.9pp | 302.99%-207.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |