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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,921 | $61,172-60.9% | $185,851-87.1% | $79,389-69.9% |
| Participation rate | 63.6% | 66.6%-3.1pp | 81.7%-18.2pp | 70.7%-7.2pp |
| Annual return | 19.30% | 19.45%-0.1pp | 122.11%-102.8pp | 116.89%-97.6pp |
| Employer contribution / active EE | $1,552 | $2,321-33.1% | $5,168-70.0% | $2,428-36.1% |
| Participant deferral / active EE | $2,579 | $2,788-7.5% | $5,569-53.7% | $4,046-36.3% |
| Admin fee / account holder | $25 | $710-96.5% | $16,245-99.8% | $626-96.1% |