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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 | $11,671 | $31,679-63.2% | $74,722-84.4% | $65,185-82.1% |
| Participation rate | 13.5% | 40.4%-26.8pp | 54.5%-41.0pp | 70.2%-56.7pp |
| Annual return | 78.29% | 39.04%+39.3pp | 753.11%-674.8pp | 29.38%+48.9pp |
| Employer contribution / active EE | $324 | $566-42.8% | $1,084-70.1% | $2,177-85.1% |
| Participant deferral / active EE | $434 | $1,191-63.5% | $1,963-77.9% | $3,514-87.6% |
| Admin fee / account holder | $18 | $379-95.1% | $3,335-99.4% | $847-97.8% |