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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 | $15,139 | $47,922-68.4% | $75,900-80.1% | $65,186-76.8% |
| Participation rate | 30.7% | 63.0%-32.3pp | 69.3%-38.6pp | 70.2%-39.5pp |
| Annual return | 32.36% | 24.12%+8.2pp | 30.73%+1.6pp | 29.39%+3.0pp |
| Employer contribution / active EE | $645 | $1,557-58.6% | $2,501-74.2% | $2,177-70.4% |
| Participant deferral / active EE | $1,799 | $2,550-29.5% | $3,604-50.1% | $3,514-48.8% |
| Admin fee / account holder | $38 | $532-92.9% | $5,421-99.3% | $847-95.5% |