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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 | $33,122 | $52,961-37.5% | $172,752-80.8% | $65,185-49.2% |
| Participation rate | 38.7% | 66.2%-27.5pp | 82.6%-44.0pp | 70.2%-31.5pp |
| Annual return | 22.10% | 30.12%-8.0pp | 802.97%-780.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $537 | $2,190-75.5% | $5,144-89.6% | $2,177-75.3% |
| Participant deferral / active EE | $922 | $2,471-62.7% | $5,198-82.3% | $3,514-73.8% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |