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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,792 | $60,165-52.1% | $74,184-61.2% | $55,167-47.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 76.6%-19.6pp | 69.0%-11.9pp |
| Annual return | 8.48% | 10.00%-1.5pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,184 | $1,600-26.0% | $2,370-50.1% | $1,963-39.7% |
| Participant deferral / active EE | $2,162 | $2,973-27.3% | $3,550-39.1% | $3,054-29.2% |
| Admin fee / account holder | $14 | $419-96.8% | $5,586-99.8% | $504-97.3% |