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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 | $33,089 | $35,183-6.0% | $73,550-55.0% | $70,126-52.8% |
| Participation rate | 23.0% | 42.9%-19.9pp | 54.9%-31.9pp | 69.5%-46.6pp |
| Annual return | 19.49% | 26.90%-7.4pp | -15.16%+34.7pp | 73.15%-53.7pp |
| Employer contribution / active EE | $203 | $709-71.4% | $1,219-83.4% | $2,343-91.3% |
| Participant deferral / active EE | $569 | $1,220-53.3% | $1,804-68.4% | $3,332-82.9% |
| Admin fee / account holder | $24 | $2,302-99.0% | $2,320-99.0% | $4,645-99.5% |