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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,035 | $47,977+31.4% | $154,108-59.1% | $56,289+12.0% |
| Participation rate | 47.6% | 66.2%-18.6pp | 83.0%-35.5pp | 69.9%-22.3pp |
| Annual return | -2.69% | 3.54%-6.2pp | 735.21%-737.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,105 | $2,392+71.6% | $5,081-19.2% | $3,350+22.5% |
| Admin fee / account holder | $69 | $438-84.3% | $13,411-99.5% | $521-86.8% |