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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 | $166,268-100.0% | $165,100-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 11.66% | 100.52%-88.9pp | 70.21%-58.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $9,546 | $5,284+80.7% | $4,348+119.5% | $4,663+104.7% |
| Participant deferral / active EE | $9,546 | $6,964+37.1% | $6,035+58.2% | $6,689+42.7% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |