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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,857 | $70,917-46.6% | $98,920-61.7% | $73,493-48.5% |
| Participation rate | 48.8% | 73.8%-25.0pp | 76.0%-27.2pp | 70.7%-21.8pp |
| Annual return | 13.25% | 34.18%-20.9pp | 196.47%-183.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,419 | $2,037-30.3% | $2,689-47.2% | $2,270-37.5% |
| Participant deferral / active EE | $2,953 | $3,501-15.7% | $4,245-30.4% | $3,740-21.0% |
| Admin fee / account holder | $34 | $535-93.7% | $6,643-99.5% | $513-93.4% |