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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 | $32,345 | $31,679+2.1% | $74,722-56.7% | $65,185-50.4% |
| Participation rate | 42.3% | 40.4%+2.0pp | 54.5%-12.2pp | 70.2%-27.9pp |
| Annual return | 23.69% | 39.04%-15.4pp | 753.11%-729.4pp | 29.38%-5.7pp |
| Employer contribution / active EE | $325 | $566-42.6% | $1,084-70.0% | $2,177-85.1% |
| Participant deferral / active EE | $797 | $1,191-33.1% | $1,963-59.4% | $3,514-77.3% |
| Admin fee / account holder | $167 | $379-55.9% | $3,335-95.0% | $847-80.3% |