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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 | $15,914 | $46,173-65.5% | $170,435-90.7% | $69,631-77.1% |
| Participation rate | 5.6% | 63.9%-58.3pp | 83.6%-78.0pp | 70.7%-65.1pp |
| Annual return | 15.29% | 21.62%-6.3pp | 205.94%-190.7pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $360 | $2,080-82.7% | $4,939-92.7% | $3,224-88.8% |
| Admin fee / account holder | $51 | $116-55.6% | $13,881-99.6% | $110-53.4% |