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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 | $15,001 | $34,492-56.5% | $80,004-81.2% | $55,191-72.8% |
| Participation rate | 20.3% | 62.9%-42.6pp | 73.0%-52.7pp | 69.2%-48.8pp |
| Annual return | -0.46% | 3.50%-4.0pp | 7.63%-8.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,473-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $958 | $2,104-54.5% | $3,204-70.1% | $3,046-68.6% |
| Admin fee / account holder | $10 | $69-85.2% | $5,033-99.8% | $91-88.7% |