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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,449 | $65,125-79.3% | $143,797-90.6% | $66,949-79.9% |
| Participation rate | 15.5% | 65.2%-49.7pp | 80.3%-64.8pp | 69.8%-54.3pp |
| Annual return | -17.87% | -11.13%-6.7pp | -0.04%-17.8pp | 1.57%-19.4pp |
| Employer contribution / active EE | $446 | $2,362-81.1% | $4,952-91.0% | $2,545-82.5% |
| Participant deferral / active EE | $295 | $2,920-89.9% | $5,638-94.8% | $4,239-93.0% |
| Admin fee / account holder | $183 | $503-63.6% | $14,679-98.8% | $594-69.1% |