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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,792 | $39,286-67.4% | $80,741-84.2% | $79,391-83.9% |
| Participation rate | 56.9% | 41.0%+16.0pp | 54.2%+2.8pp | 70.7%-13.8pp |
| Annual return | 24.70% | 98.95%-74.2pp | 87.30%-62.6pp | 116.88%-92.2pp |
| Employer contribution / active EE | $750 | $594+26.4% | $1,160-35.3% | $2,428-69.1% |
| Participant deferral / active EE | $1,123 | $1,264-11.1% | $2,145-47.7% | $4,046-72.2% |
| Admin fee / account holder | $9 | $647-98.5% | $3,380-99.7% | $627-98.5% |