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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,336 | $61,391-88.1% | $149,723-95.1% | $71,529-89.7% |
| Participation rate | 52.7% | 62.5%-9.8pp | 78.8%-26.1pp | 67.9%-15.2pp |
| Annual return | 37.28% | 35.88%+1.4pp | 134.50%-97.2pp | 28.97%+8.3pp |
| Employer contribution / active EE | $711 | $2,384-70.2% | $4,821-85.3% | $2,590-72.6% |
| Participant deferral / active EE | $1,978 | $2,921-32.3% | $5,682-65.2% | $4,291-53.9% |
| Admin fee / account holder | $24 | $1,264-98.1% | $13,215-99.8% | $1,588-98.5% |