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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,620 | $55,472-35.8% | $155,567-77.1% | $74,546-52.2% |
| Participation rate | 44.7% | 61.9%-17.2pp | 78.2%-33.5pp | 67.2%-22.5pp |
| Annual return | 14.78% | 268.72%-253.9pp | 64.74%-50.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $1,130 | $2,269-50.2% | $4,674-75.8% | $2,624-56.9% |
| Participant deferral / active EE | $2,089 | $2,838-26.4% | $5,628-62.9% | $4,347-51.9% |
| Admin fee / account holder | $32 | $1,743-98.2% | $15,916-99.8% | $1,944-98.4% |