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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 | $58,627-27.3% | $76,735-44.5% | $82,448-48.3% |
| Participation rate | 17.1% | 63.2%-46.1pp | 69.5%-52.4pp | 68.1%-50.9pp |
| Annual return | 15.40% | 39.10%-23.7pp | 29.77%-14.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $110 | $5,323-97.9% | $7,189-98.5% | $7,234-98.5% |