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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,018 | $87,125-70.1% | $108,405-76.0% | $86,821-70.0% |
| Participation rate | 55.2% | 80.5%-25.3pp | 80.1%-24.9pp | 72.3%-17.1pp |
| Annual return | 72.41% | 25.21%+47.2pp | 905.55%-833.1pp | 97.94%-25.5pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,559-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $8,424 | $6,944+21.3% | $6,563+28.4% | $4,132+103.9% |
| Admin fee / account holder | $11 | $130-91.6% | $7,297-99.9% | $170-93.6% |