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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 | $26,030 | $62,928-58.6% | $172,753-84.9% | $67,582-61.5% |
| Participation rate | 5.8% | 64.5%-58.7pp | 82.6%-76.8pp | 71.3%-65.5pp |
| Annual return | 19.74% | 30.36%-10.6pp | 803.00%-783.3pp | 378.57%-358.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $441 | $2,145-79.4% | $5,198-91.5% | $3,539-87.5% |
| Admin fee / account holder | $97 | $167-41.6% | $13,956-99.3% | $142-31.6% |