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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,125 | $54,245-46.3% | $93,727-68.9% | $77,762-62.5% |
| Participation rate | 28.5% | 63.9%-35.4pp | 68.7%-40.2pp | 70.6%-42.1pp |
| Annual return | 12.66% | 30.58%-17.9pp | 133.83%-121.2pp | 31.27%-18.6pp |
| Employer contribution / active EE | $497 | $1,168-57.4% | $2,421-79.5% | $2,728-81.8% |
| Participant deferral / active EE | $832 | $3,144-73.5% | $4,417-81.2% | $4,651-82.1% |
| Admin fee / account holder | $53 | $575-90.7% | $8,292-99.4% | $433-87.7% |