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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,908 | $46,360-31.2% | $147,617-78.4% | $52,331-39.0% |
| Participation rate | 46.0% | 64.9%-18.9pp | 84.6%-38.6pp | 68.1%-22.1pp |
| Annual return | -2.62% | 1.62%-4.2pp | 61.98%-64.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $332 | $2,126-84.4% | $5,564-94.0% | $1,882-82.4% |
| Participant deferral / active EE | $1,102 | $2,258-51.2% | $4,895-77.5% | $3,022-63.5% |
| Admin fee / account holder | $202 | $766-73.7% | $11,612-98.3% | $592-65.9% |