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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 | $23,826 | $57,976-58.9% | $63,018-62.2% | $62,293-61.8% |
| Participation rate | 69.0% | 75.9%-7.0pp | 74.8%-5.8pp | 69.5%-0.6pp |
| Annual return | 13.27% | 17.54%-4.3pp | 87.62%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $2,022 | $2,415-16.3% | $2,761-26.8% | $2,042-1.0% |
| Participant deferral / active EE | $3,189 | $2,956+7.9% | $3,330-4.2% | $3,169+0.6% |
| Admin fee / account holder | $9 | $276-96.7% | $3,601-99.7% | $479-98.1% |