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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,819 | $38,365-71.8% | $84,628-87.2% | $65,185-83.4% |
| Participation rate | 33.7% | 55.7%-21.9pp | 68.2%-34.5pp | 70.2%-36.5pp |
| Annual return | 43.66% | 32.00%+11.7pp | 258.80%-215.1pp | 29.38%+14.3pp |
| Employer contribution / active EE | $782 | $1,258-37.8% | $2,653-70.5% | $2,177-64.1% |
| Participant deferral / active EE | $1,292 | $2,278-43.3% | $3,900-66.9% | $3,514-63.2% |
| Admin fee / account holder | $22 | $451-95.1% | $4,914-99.5% | $847-97.4% |