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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,526 | $65,125-88.4% | $143,797-94.8% | $66,949-88.8% |
| Participation rate | 51.1% | 65.2%-14.1pp | 80.3%-29.2pp | 69.8%-18.7pp |
| Annual return | -5.17% | -11.13%+6.0pp | -0.04%-5.1pp | 1.57%-6.7pp |
| Employer contribution / active EE | $1,036 | $2,362-56.2% | $4,952-79.1% | $2,545-59.3% |
| Participant deferral / active EE | $1,801 | $2,920-38.3% | $5,638-68.1% | $4,239-57.5% |
| Admin fee / account holder | $30 | $503-94.0% | $14,679-99.8% | $594-94.9% |