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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 | $45,400 | $99,957-54.6% | $149,730-69.7% | $73,493-38.2% |
| Participation rate | 21.1% | 75.7%-54.6pp | 82.5%-61.4pp | 70.7%-49.6pp |
| Annual return | 25.99% | 53.87%-27.9pp | 276.70%-250.7pp | 28.51%-2.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,695 | $6,073-39.2% | $6,843-46.0% | $3,740-1.2% |
| Admin fee / account holder | $11 | $551-98.0% | $9,310-99.9% | $513-97.9% |