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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 | $782 | $96,388-99.2% | $80,627-99.0% | $139,466-99.4% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,558 | $3,260+9.1% | $2,723+30.7% | $4,754-25.2% |
| Participant deferral / active EE | $5,238 | $5,224+0.3% | $4,443+17.9% | $6,712-22.0% |
| Admin fee / account holder | $36 | $6,603-99.4% | $5,381-99.3% | $11,409-99.7% |