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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 | $30,195 | $126,661-76.2% | $113,397-73.4% | $138,895-78.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.5%-51.5pp | 79.9%-54.9pp |
| Annual return | 20.86% | 25.05%-4.2pp | 23.20%-2.3pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $87 | $14,549-99.4% | $11,957-99.3% | $12,562-99.3% |