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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 | $13,043 | $40,386-67.7% | $80,607-83.8% | $74,440-82.5% |
| Participation rate | 38.1% | 47.4%-9.2pp | 67.0%-28.9pp | 70.7%-32.6pp |
| Annual return | 20.03% | 165.00%-145.0pp | 936.11%-916.1pp | 34.37%-14.3pp |
| Employer contribution / active EE | $800 | $1,496-46.5% | $2,724-70.6% | $2,638-69.7% |
| Participant deferral / active EE | $1,655 | $2,670-38.0% | $4,448-62.8% | $4,529-63.5% |
| Admin fee / account holder | $4 | $720-99.5% | $5,379-99.9% | $348-98.9% |