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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,994 | $166,268-69.9% | $165,100-69.7% | $145,897-65.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 18.22% | 100.52%-82.3pp | 70.21%-52.0pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,172 | $6,964+117.9% | $6,035+151.4% | $6,689+126.8% |
| Admin fee / account holder | $44 | $16,659-99.7% | $12,696-99.7% | $13,390-99.7% |