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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,337 | $43,133-87.6% | $89,414-94.0% | $73,493-92.7% |
| Participation rate | 26.2% | 55.0%-28.8pp | 68.0%-41.8pp | 70.7%-44.5pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.50%-245.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $407 | $1,438-71.7% | $2,586-84.3% | $2,270-82.1% |
| Participant deferral / active EE | $937 | $2,445-61.7% | $3,890-75.9% | $3,740-74.9% |
| Admin fee / account holder | $0 | $444-100.0% | $4,883-100.0% | $513-100.0% |