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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $124,557 | $67,372+84.9% | $60,906+104.5% | $134,532-7.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | 4.60% | 50.05%-45.4pp | 16.94%-12.3pp | 418.27%-413.7pp |
| Employer contribution / active EE | $439 | $3,099-85.8% | $2,703-83.8% | $4,741-90.7% |
| Participant deferral / active EE | $439 | $4,532-90.3% | $3,814-88.5% | $6,401-93.1% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |