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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 | $154,209-100.0% | $130,062-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 13.85% | 32.52%-18.7pp | -137.37%+151.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $8,602 | $5,292+62.5% | $4,322+99.0% | $4,755+80.9% |
| Participant deferral / active EE | $8,605 | $6,709+28.3% | $5,821+47.8% | $6,713+28.2% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |