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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 | $20,951 | $33,067-36.6% | $76,518-72.6% | $56,289-62.8% |
| Participation rate | 51.3% | 55.4%-4.1pp | 68.0%-16.7pp | 69.9%-18.5pp |
| Annual return | -5.98% | 2.72%-8.7pp | -0.27%-5.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,541 | $1,200+28.4% | $2,647-41.8% | $2,111-27.0% |
| Participant deferral / active EE | $2,531 | $2,240+13.0% | $3,836-34.0% | $3,350-24.4% |
| Admin fee / account holder | $0 | $537-100.0% | $4,849-100.0% | $521-100.0% |