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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 | $47,105-43.9% | $68,368-61.4% | $67,986-61.2% |
| Participation rate | 31.3% | 51.8%-20.5pp | 73.8%-42.5pp | 57.2%-26.0pp |
| Annual return | 14.11% | 48.37%-34.3pp | 292.57%-278.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,002 | $1,859-46.1% | $2,649-62.2% | $2,019-50.4% |
| Participant deferral / active EE | $1,344 | $2,374-43.4% | $4,123-67.4% | $3,358-60.0% |
| Admin fee / account holder | $63 | $2,435-97.4% | $5,150-98.8% | $3,203-98.0% |