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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,166 | $65,557-63.1% | $105,738-77.1% | $56,287-57.1% |
| Participation rate | 30.4% | 63.4%-33.0pp | 76.3%-45.9pp | 69.9%-39.4pp |
| Annual return | -6.28% | -1.32%-5.0pp | 6.27%-12.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $547 | $1,788-69.4% | $3,268-83.3% | $2,111-74.1% |
| Participant deferral / active EE | $819 | $2,418-66.1% | $4,080-79.9% | $3,350-75.6% |
| Admin fee / account holder | $5 | $561-99.2% | $6,913-99.9% | $521-99.1% |