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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 | $30,300 | $42,546-28.8% | $71,796-57.8% | $55,167-45.1% |
| Participation rate | 54.9% | 59.1%-4.3pp | 69.1%-14.3pp | 69.0%-14.1pp |
| Annual return | 16.19% | 12.36%+3.8pp | 78.04%-61.9pp | 169.23%-153.0pp |
| Employer contribution / active EE | $857 | $803+6.6% | $1,924-55.5% | $1,963-56.4% |
| Participant deferral / active EE | $1,350 | $2,064-34.6% | $2,794-51.7% | $3,054-55.8% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |