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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 | $154,145-100.0% | $130,014-100.0% | $139,427-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 13.85% | 32.49%-18.6pp | -137.22%+151.1pp | 373.27%-359.4pp |
| Employer contribution / active EE | $8,602 | $5,290+62.6% | $4,320+99.1% | $4,752+81.0% |
| Participant deferral / active EE | $8,605 | $6,711+28.2% | $5,821+47.8% | $6,711+28.2% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |