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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 | $23,837 | $51,466-53.7% | $78,778-69.7% | $62,293-61.7% |
| Participation rate | 40.7% | 59.8%-19.1pp | 69.2%-28.5pp | 69.5%-28.8pp |
| Annual return | 15.18% | 19.96%-4.8pp | 35.62%-20.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $588 | $827-29.0% | $1,986-70.4% | $2,042-71.2% |
| Participant deferral / active EE | $2,312 | $2,147+7.7% | $2,958-21.9% | $3,169-27.1% |
| Admin fee / account holder | $261 | $489-46.7% | $5,134-94.9% | $479-45.6% |