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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 | $67,753 | $49,177+37.8% | $79,467-14.7% | $64,173+5.6% |
| Participation rate | 61.2% | 65.0%-3.8pp | 73.3%-12.1pp | 69.6%-8.3pp |
| Annual return | 10.72% | -1.16%+11.9pp | 718.30%-707.6pp | 7.63%+3.1pp |
| Employer contribution / active EE | $1,182 | $2,076-43.1% | $2,800-57.8% | $2,381-50.3% |
| Participant deferral / active EE | $1,727 | $2,821-38.8% | $3,704-53.4% | $3,470-50.2% |
| Admin fee / account holder | $157 | $3,839-95.9% | $5,104-96.9% | $4,887-96.8% |