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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 | $946 | $58,311-98.4% | $81,882-98.8% | $80,959-98.8% |
| Participation rate | 68.5% | 63.5%+5.0pp | 72.4%-3.9pp | 67.7%+0.9pp |
| Annual return | 42.42% | 41.85%+0.6pp | 779.47%-737.1pp | 35.67%+6.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $69 | $4,752-98.6% | $7,360-99.1% | $6,925-99.0% |