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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 | $0 | $166,020-100.0% | $164,866-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 11.66% | 100.08%-88.4pp | 69.97%-58.3pp | 561.95%-550.3pp |
| Employer contribution / active EE | $9,546 | $5,275+81.0% | $4,343+119.8% | $4,661+104.8% |
| Participant deferral / active EE | $9,546 | $6,961+37.1% | $6,033+58.2% | $6,689+42.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |