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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,362 | $54,717-46.3% | $86,216-65.9% | $71,511-58.9% |
| Participation rate | 35.1% | 60.1%-25.0pp | 69.0%-33.8pp | 67.9%-32.8pp |
| Annual return | 22.96% | 20.07%+2.9pp | 1169.42%-1146.5pp | 28.86%-5.9pp |
| Employer contribution / active EE | $1,087 | $1,267-14.2% | $2,382-54.4% | $2,589-58.0% |
| Participant deferral / active EE | $2,188 | $3,110-29.6% | $3,986-45.1% | $4,291-49.0% |
| Admin fee / account holder | $29 | $1,922-98.5% | $6,853-99.6% | $1,588-98.2% |