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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,208 | $91,167-74.5% | $178,498-87.0% | $79,858-70.9% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 10.09% | 24.19%-14.1pp | 151.09%-141.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $2,524 | $3,255-22.5% | $5,011-49.6% | $2,471+2.2% |
| Participant deferral / active EE | $1,714 | $3,236-47.0% | $5,202-67.1% | $3,740-54.2% |
| Admin fee / account holder | $2 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |