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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 | $16,217 | $29,369-44.8% | $77,552-79.1% | $73,412-77.9% |
| Participation rate | 12.0% | 37.9%-26.0pp | 54.2%-42.2pp | 72.2%-60.2pp |
| Annual return | 19.98% | 358.15%-338.2pp | 54.82%-34.8pp | 59.30%-39.3pp |
| Employer contribution / active EE | $91 | $406-77.7% | $987-90.8% | $2,234-95.9% |
| Participant deferral / active EE | $319 | $941-66.1% | $1,861-82.9% | $3,806-91.6% |
| Admin fee / account holder | $102 | $123-17.2% | $2,859-96.4% | $158-35.7% |