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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,450 | $44,473-65.3% | $76,518-79.8% | $55,725-72.3% |
| Participation rate | 9.5% | 51.0%-41.5pp | 68.0%-58.5pp | 70.9%-61.4pp |
| Annual return | 12.83% | -2.01%+14.8pp | -0.27%+13.1pp | 244.93%-232.1pp |
| Employer contribution / active EE | $187 | $1,101-83.0% | $2,647-92.9% | $2,078-91.0% |
| Participant deferral / active EE | $352 | $1,988-82.3% | $3,836-90.8% | $3,356-89.5% |
| Admin fee / account holder | $10 | $134-92.8% | $4,849-99.8% | $115-91.7% |