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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,639 | $157,276-5.5% | $141,177+5.3% | $152,885-2.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | -2.75% | 64.33%-67.1pp | 71.40%-74.2pp | 345.39%-348.1pp |
| Employer contribution / active EE | $1,495 | $5,262-71.6% | $4,736-68.4% | $4,763-68.6% |
| Participant deferral / active EE | $5,174 | $7,110-27.2% | $6,710-22.9% | $5,851-11.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |