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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 | $24,308 | $55,453-56.2% | $170,435-85.7% | $62,293-61.0% |
| Participation rate | 34.2% | 66.4%-32.2pp | 83.6%-49.4pp | 69.5%-35.3pp |
| Annual return | 13.92% | 21.38%-7.5pp | 205.94%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $367 | $2,164-83.0% | $5,432-93.2% | $2,042-82.0% |
| Participant deferral / active EE | $1,145 | $2,303-50.3% | $4,939-76.8% | $3,169-63.9% |
| Admin fee / account holder | $268 | $455-41.1% | $13,881-98.1% | $479-44.1% |