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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 | $19,286 | $46,732-58.7% | $156,551-87.7% | $55,167-65.0% |
| Participation rate | 33.6% | 65.8%-32.2pp | 84.0%-50.4pp | 69.0%-35.4pp |
| Annual return | 6.64% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $334 | $2,105-84.2% | $5,501-93.9% | $1,963-83.0% |
| Participant deferral / active EE | $973 | $2,204-55.8% | $4,871-80.0% | $3,054-68.1% |
| Admin fee / account holder | $272 | $418-35.0% | $13,028-97.9% | $504-46.1% |