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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 | $18,061 | $55,453-67.4% | $170,435-89.4% | $62,293-71.0% |
| Participation rate | 55.2% | 66.4%-11.1pp | 83.6%-28.4pp | 69.5%-14.3pp |
| Annual return | 15.99% | 21.38%-5.4pp | 205.94%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,817 | $2,303+22.3% | $4,939-43.0% | $3,169-11.1% |
| Admin fee / account holder | $72 | $455-84.2% | $13,881-99.5% | $479-85.0% |