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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 | $29,205 | $46,360-37.0% | $147,617-80.2% | $52,331-44.2% |
| Participation rate | 57.1% | 64.9%-7.8pp | 84.6%-27.5pp | 68.1%-11.0pp |
| Annual return | 2.31% | 1.62%+0.7pp | 61.98%-59.7pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,114 | $2,126-47.6% | $5,564-80.0% | $1,882-40.8% |
| Participant deferral / active EE | $1,941 | $2,258-14.0% | $4,895-60.4% | $3,022-35.8% |
| Admin fee / account holder | $1 | $766-99.8% | $11,612-100.0% | $592-99.8% |