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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,206 | $37,446+68.8% | $77,552-18.5% | $79,856-20.9% |
| Participation rate | 25.4% | 41.5%-16.1pp | 54.2%-28.8pp | 69.6%-44.2pp |
| Annual return | 13.52% | 39.76%-26.2pp | 54.82%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $524 | $1,261-58.4% | $1,861-71.8% | $3,741-86.0% |
| Admin fee / account holder | $139 | $2,506-94.5% | $2,859-95.1% | $5,306-97.4% |