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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 | $26,122 | $102,609-74.5% | $98,090-73.4% | $138,895-81.2% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 20.45% | 36.44%-16.0pp | 37.05%-16.6pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,830 | $8,167+81.6% | $7,845+89.0% | $6,396+131.9% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |