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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 | $567 | $78,197-99.3% | $98,090-99.4% | $82,637-99.3% |
| Participation rate | 43.2% | 77.5%-34.3pp | 81.5%-38.4pp | 68.1%-24.9pp |
| Annual return | 20.40% | 40.25%-19.8pp | 37.05%-16.6pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,845-100.0% | $4,126-100.0% |
| Admin fee / account holder | $210 | $14,832-98.6% | $11,815-98.2% | $7,339-97.1% |