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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 | $20,400 | $23,224-12.2% | $71,086-71.3% | $55,725-63.4% |
| Participation rate | 10.9% | 37.9%-27.0pp | 54.7%-43.8pp | 70.9%-60.0pp |
| Annual return | -7.64% | -2.87%-4.8pp | 650.59%-658.2pp | 244.93%-252.6pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $551 | $929-40.7% | $1,874-70.6% | $3,356-83.6% |
| Admin fee / account holder | $50 | $118-57.7% | $3,082-98.4% | $115-56.7% |