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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,651 | $55,449-70.0% | $83,831-80.1% | $56,289-70.4% |
| Participation rate | 39.8% | 68.0%-28.2pp | 76.1%-36.4pp | 69.9%-30.1pp |
| Annual return | 1.34% | -1.38%+2.7pp | 850.99%-849.7pp | -9.96%+11.3pp |
| Employer contribution / active EE | $819 | $2,430-66.3% | $3,631-77.4% | $2,111-61.2% |
| Participant deferral / active EE | $2,195 | $2,935-25.2% | $4,082-46.2% | $3,350-34.5% |
| Admin fee / account holder | $42 | $656-93.6% | $5,479-99.2% | $521-91.9% |