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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 | $73,727 | $124,330-40.7% | $109,173-32.5% | $167,536-56.0% |
| Participation rate | 42.9% | 79.5%-36.6pp | 75.9%-33.0pp | 82.1%-39.3pp |
| Annual return | 15.88% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,666 | $4,209-60.4% | $3,723-55.3% | $4,839-65.6% |
| Participant deferral / active EE | $1,787 | $5,256-66.0% | $4,654-61.6% | $6,342-71.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |