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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,147 | $160,059-58.7% | $140,019-52.8% | $135,379-51.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -16.55% | 911.44%-928.0pp | 651.15%-667.7pp | 519.79%-536.3pp |
| Employer contribution / active EE | $6,886 | $6,420+7.3% | $5,605+22.8% | $4,779+44.1% |
| Participant deferral / active EE | $3,543 | $7,641-53.6% | $6,927-48.9% | $5,609-36.8% |
| Admin fee / account holder | $28 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |