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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 | $30,160 | $51,447-41.4% | $104,625-71.2% | $73,412-58.9% |
| Participation rate | 39.9% | 68.2%-28.4pp | 74.1%-34.2pp | 72.2%-32.3pp |
| Annual return | 18.79% | 25.06%-6.3pp | 340.60%-321.8pp | 59.30%-40.5pp |
| Employer contribution / active EE | $968 | $1,441-32.8% | $2,681-63.9% | $2,234-56.7% |
| Participant deferral / active EE | $1,906 | $3,058-37.7% | $3,738-49.0% | $3,806-49.9% |
| Admin fee / account holder | $297 | $122+143.7% | $6,465-95.4% | $158+88.2% |