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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 | $19,847 | $42,548-53.4% | $74,552-73.4% | $56,287-64.7% |
| Participation rate | 38.8% | 60.5%-21.7pp | 69.1%-30.3pp | 69.9%-31.0pp |
| Annual return | -5.11% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $677 | $855-20.9% | $1,961-65.5% | $2,111-67.9% |
| Participant deferral / active EE | $2,035 | $2,277-10.7% | $3,108-34.5% | $3,350-39.3% |
| Admin fee / account holder | $223 | $467-52.4% | $5,060-95.6% | $521-57.3% |