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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,706 | $46,732-62.1% | $156,552-88.7% | $55,167-67.9% |
| Participation rate | 64.8% | 65.8%-1.0pp | 84.0%-19.2pp | 69.0%-4.2pp |
| Annual return | 6.96% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,569 | $2,105-25.4% | $5,501-71.5% | $1,963-20.0% |
| Participant deferral / active EE | $2,710 | $2,204+22.9% | $4,871-44.4% | $3,054-11.3% |
| Admin fee / account holder | $16 | $418-96.1% | $13,028-99.9% | $504-96.8% |