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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 | $99,345-100.0% | $84,753-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 9.81% | 22.93%-13.1pp | 22.78%-13.0pp | 41.46%-31.6pp |
| Employer contribution / active EE | $13,575 | $4,214+222.1% | $3,574+279.8% | $4,869+178.8% |
| Participant deferral / active EE | $10,500 | $4,270+145.9% | $3,712+182.9% | $5,287+98.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |