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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 | $21,260 | $62,688-66.1% | $178,528-88.1% | $77,714-72.6% |
| Participation rate | 33.8% | 66.9%-33.1pp | 77.1%-43.3pp | 70.6%-36.8pp |
| Annual return | 15.63% | 16.16%-0.5pp | 27.11%-11.5pp | 31.26%-15.6pp |
| Employer contribution / active EE | $810 | $1,912-57.7% | $3,950-79.5% | $2,727-70.3% |
| Participant deferral / active EE | $1,306 | $4,224-69.1% | $6,278-79.2% | $4,649-71.9% |
| Admin fee / account holder | $33 | $386-91.4% | $10,419-99.7% | $433-92.4% |