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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 | $3,938 | $46,688-91.6% | $189,758-97.9% | $69,733-94.4% |
| Participation rate | 40.9% | 61.7%-20.8pp | 79.8%-38.9pp | 62.5%-21.5pp |
| Annual return | 10.60% | 14.35%-3.7pp | 52.62%-42.0pp | 15.22%-4.6pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $107 | $1,700-93.7% | $20,388-99.5% | $3,102-96.5% |