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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 | $57,158 | $50,820+12.5% | $155,567-63.3% | $77,671-26.4% |
| Participation rate | 36.5% | 63.1%-26.6pp | 78.2%-41.7pp | 70.6%-34.1pp |
| Annual return | 26.67% | 34.85%-8.2pp | 64.74%-38.1pp | 31.21%-4.5pp |
| Employer contribution / active EE | $1,105 | $1,993-44.5% | $4,674-76.3% | $2,726-59.5% |
| Participant deferral / active EE | $1,978 | $2,823-29.9% | $5,628-64.9% | $4,648-57.4% |
| Admin fee / account holder | $213 | $436-51.2% | $15,916-98.7% | $430-50.6% |