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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,318 | $89,739-54.0% | $149,721-72.4% | $62,293-33.7% |
| Participation rate | 56.1% | 85.1%-29.0pp | 87.1%-30.9pp | 69.5%-13.4pp |
| Annual return | 70.97% | 21.01%+50.0pp | 1501.67%-1430.7pp | 28.90%+42.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,452 | $4,797+55.4% | $6,568+13.5% | $3,169+135.2% |
| Admin fee / account holder | $88 | $551-84.0% | $11,282-99.2% | $479-81.6% |