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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $58,820 | $43,423+35.5% | $78,693-25.3% | $55,167+6.6% |
| Participation rate | 11.2% | 68.0%-56.9pp | 73.6%-62.4pp | 69.0%-57.8pp |
| Annual return | 3.66% | 11.53%-7.9pp | 62.18%-58.5pp | 169.23%-165.6pp |
| Employer contribution / active EE | $400 | $1,997-80.0% | $2,850-86.0% | $1,963-79.6% |
| Participant deferral / active EE | $859 | $2,509-65.7% | $3,517-75.6% | $3,054-71.9% |
| Admin fee / account holder | $10 | $416-97.6% | $4,511-99.8% | $504-98.1% |