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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 | $33,854 | $59,804-43.4% | $81,982-58.7% | $79,856-57.6% |
| Participation rate | 17.6% | 61.6%-44.0pp | 69.3%-51.6pp | 69.6%-52.0pp |
| Annual return | 16.51% | 17.56%-1.0pp | 41.31%-24.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $484 | $1,713-71.7% | $2,498-80.6% | $2,471-80.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $172 | $4,288-96.0% | $5,665-97.0% | $5,306-96.8% |