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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,575 | $97,881+20.1% | $80,004+47.0% | $125,389-6.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 73.0%-73.0pp | 83.2%-83.2pp |
| Annual return | -3.55% | 9.36%-12.9pp | 7.63%-11.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $5,948 | $3,128+90.2% | $2,473+140.5% | $4,866+22.2% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |