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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 | $42,612 | $59,440-28.3% | $78,004-45.4% | $82,637-48.4% |
| Participation rate | 17.1% | 62.8%-45.7pp | 69.4%-52.3pp | 68.1%-50.9pp |
| Annual return | 15.40% | 40.24%-24.8pp | 31.07%-15.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $110 | $5,504-98.0% | $7,578-98.5% | $7,339-98.5% |