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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 | $40,499 | $75,183-46.1% | $123,894-67.3% | $55,167-26.6% |
| Participation rate | 64.3% | 72.8%-8.5pp | 81.4%-17.1pp | 69.0%-4.6pp |
| Annual return | 7.71% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,968 | $2,823-30.3% | $4,617-57.4% | $1,963+0.3% |
| Participant deferral / active EE | $4,644 | $5,084-8.7% | $5,984-22.4% | $3,054+52.0% |
| Admin fee / account holder | $4 | $663-99.3% | $8,357-99.9% | $504-99.1% |