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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 | $1,071 | $51,638-97.9% | $68,368-98.4% | $82,448-98.7% |
| Participation rate | 68.5% | 63.6%+4.9pp | 73.8%-5.2pp | 68.1%+0.5pp |
| Annual return | 17.64% | 37.53%-19.9pp | 292.57%-274.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $76 | $4,643-98.4% | $5,150-98.5% | $7,234-98.9% |