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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,110 | $55,423-63.7% | $155,602-87.1% | $74,400-73.0% |
| Participation rate | 56.3% | 61.9%-5.6pp | 78.2%-21.9pp | 67.2%-10.9pp |
| Annual return | 13.95% | 269.07%-255.1pp | 64.81%-50.9pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $461 | $2,266-79.7% | $4,675-90.1% | $2,624-82.4% |
| Participant deferral / active EE | $1,431 | $2,835-49.5% | $5,629-74.6% | $4,348-67.1% |
| Admin fee / account holder | $20 | $1,744-98.9% | $15,923-99.9% | $1,944-99.0% |