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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,189 | $180,749-83.3% | $160,784-81.2% | $137,256-78.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 21.28% | 2234.46%-2213.2pp | 1803.92%-1782.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $29,459 | $4,155+609.0% | $3,733+689.2% | $4,156+608.8% |
| Participant deferral / active EE | $47,899 | $6,844+599.8% | $6,293+661.2% | $6,407+647.6% |
| Admin fee / account holder | $19 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |