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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 | $0 | $206,041-100.0% | $201,416-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.9%-43.9pp |
| Annual return | 9.38% | 7.46%+1.9pp | 8.10%+1.3pp | 13.05%-3.7pp |
| Employer contribution / active EE | $0 | $34,709-100.0% | $28,665-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,074-100.0% |