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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 | $29,611 | $75,183-60.6% | $123,894-76.1% | $55,167-46.3% |
| Participation rate | 67.5% | 72.8%-5.3pp | 81.4%-13.9pp | 69.0%-1.5pp |
| Annual return | 10.65% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,012 | $2,823-64.2% | $4,617-78.1% | $1,963-48.4% |
| Participant deferral / active EE | $2,947 | $5,084-42.0% | $5,984-50.8% | $3,054-3.5% |
| Admin fee / account holder | $33 | $663-95.1% | $8,357-99.6% | $504-93.5% |