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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 | $26,406 | $47,553-44.5% | $136,867-80.7% | $69,733-62.1% |
| Participation rate | 31.3% | 61.4%-30.1pp | 74.5%-43.3pp | 62.5%-31.2pp |
| Annual return | 14.11% | -91.50%+105.6pp | 42.97%-28.9pp | 15.22%-1.1pp |
| Employer contribution / active EE | $1,002 | $2,087-52.0% | $3,547-71.8% | $2,250-55.5% |
| Participant deferral / active EE | $1,344 | $2,300-41.6% | $4,924-72.7% | $3,054-56.0% |
| Admin fee / account holder | $63 | $3,496-98.2% | $10,340-99.4% | $3,102-98.0% |