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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 | $22,195 | $31,388-29.3% | $73,550-69.8% | $62,293-64.4% |
| Participation rate | 50.9% | 39.9%+11.1pp | 54.9%-4.0pp | 69.5%-18.6pp |
| Annual return | 14.20% | 25.34%-11.1pp | -15.16%+29.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $582 | $498+16.8% | $1,219-52.3% | $2,042-71.5% |
| Participant deferral / active EE | $1,074 | $1,028+4.4% | $1,804-40.5% | $3,169-66.1% |
| Admin fee / account holder | $11 | $299-96.3% | $2,320-99.5% | $479-97.7% |