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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 | $1,566 | $73,787-97.9% | $98,716-98.4% | $82,448-98.1% |
| Participation rate | 54.7% | 61.4%-6.7pp | 69.3%-14.6pp | 68.1%-13.4pp |
| Annual return | 17.75% | 18.57%-0.8pp | 31.81%-14.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $60 | $6,500-99.1% | $8,703-99.3% | $7,234-99.2% |