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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 | $35,913 | $43,133-16.7% | $89,414-59.8% | $73,493-51.1% |
| Participation rate | 32.1% | 55.0%-22.8pp | 68.0%-35.8pp | 70.7%-38.5pp |
| Annual return | 14.82% | 135.66%-120.8pp | 245.50%-230.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $306 | $1,438-78.7% | $2,586-88.2% | $2,270-86.5% |
| Participant deferral / active EE | $801 | $2,445-67.2% | $3,890-79.4% | $3,740-78.6% |
| Admin fee / account holder | $2 | $444-99.5% | $4,883-100.0% | $513-99.6% |