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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 | $116,009 | $80,005+45.0% | $140,019-17.1% | $55,725+108.2% |
| Participation rate | 5.5% | 87.0%-81.5pp | 87.5%-82.0pp | 70.9%-65.3pp |
| Annual return | 3.30% | 0.46%+2.8pp | 651.15%-647.9pp | 244.93%-241.6pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,605-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,080 | $5,264+15.5% | $6,927-12.2% | $3,356+81.2% |
| Admin fee / account holder | $191 | $116+65.3% | $10,705-98.2% | $115+66.0% |