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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 | $37,366 | $60,165-37.9% | $74,184-49.6% | $55,167-32.3% |
| Participation rate | 46.2% | 74.2%-28.0pp | 76.6%-30.5pp | 69.0%-22.8pp |
| Annual return | 7.93% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,158 | $2,973-27.4% | $3,550-39.2% | $3,054-29.4% |
| Admin fee / account holder | $137 | $419-67.3% | $5,586-97.5% | $504-72.8% |