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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 | $200,103 | $110,551+81.0% | $80,741+147.8% | $167,536+19.4% |
| Participation rate | 60.0% | 64.0%-4.0pp | 54.2%+5.8pp | 82.1%-22.1pp |
| Annual return | 55.47% | 120.57%-65.1pp | 87.30%-31.8pp | 478.82%-423.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $217 | $4,547-95.2% | $3,380-93.6% | $12,315-98.2% |