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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,368 | $41,647+6.5% | $96,171-53.9% | $86,821-48.9% |
| Participation rate | 1.4% | 50.3%-48.9pp | 68.4%-67.1pp | 72.3%-70.9pp |
| Annual return | 15.50% | 27.24%-11.7pp | 192.04%-176.5pp | 97.94%-82.4pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,799-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $64 | $2,412-97.4% | $4,350-98.5% | $4,132-98.5% |
| Admin fee / account holder | $22 | $169-87.2% | $5,538-99.6% | $170-87.2% |