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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 | $16,667 | $47,977-65.3% | $154,114-89.2% | $56,287-70.4% |
| Participation rate | 60.3% | 66.2%-5.8pp | 83.0%-22.7pp | 69.9%-9.5pp |
| Annual return | -5.63% | 3.54%-9.2pp | 735.16%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,276 | $2,392-4.9% | $5,081-55.2% | $3,350-32.1% |
| Admin fee / account holder | $41 | $438-90.7% | $13,411-99.7% | $521-92.2% |