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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,869 | $29,369-35.7% | $77,513-75.7% | $73,412-74.3% |
| Participation rate | 18.8% | 37.9%-19.2pp | 54.2%-35.4pp | 72.2%-53.4pp |
| Annual return | 9.88% | 358.15%-348.3pp | 54.81%-44.9pp | 59.30%-49.4pp |
| Employer contribution / active EE | $377 | $406-7.1% | $987-61.8% | $2,234-83.1% |
| Participant deferral / active EE | $593 | $941-36.9% | $1,861-68.1% | $3,806-84.4% |
| Admin fee / account holder | $207 | $123+69.1% | $2,859-92.7% | $158+31.4% |