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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 | $16,857 | $28,109-40.0% | $71,086-76.3% | $56,287-70.1% |
| Participation rate | 36.4% | 40.4%-4.1pp | 54.7%-18.3pp | 69.9%-33.5pp |
| Annual return | 7.29% | -615.05%+622.3pp | 650.59%-643.3pp | -9.96%+17.2pp |
| Employer contribution / active EE | $378 | $558-32.2% | $1,088-65.2% | $2,111-82.1% |
| Participant deferral / active EE | $556 | $1,116-50.2% | $1,874-70.4% | $3,350-83.4% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |