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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 | $55,437-63.7% | $155,534-87.1% | $74,459-73.0% |
| Participation rate | 56.3% | 61.9%-5.6pp | 78.2%-21.9pp | 67.2%-10.9pp |
| Annual return | 13.95% | 269.58%-255.6pp | 64.92%-51.0pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $461 | $2,266-79.7% | $4,675-90.1% | $2,626-82.4% |
| Participant deferral / active EE | $1,431 | $2,837-49.6% | $5,630-74.6% | $4,350-67.1% |
| Admin fee / account holder | $20 | $1,742-98.9% | $15,900-99.9% | $1,945-99.0% |