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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 | $36,667 | $56,640-35.3% | $78,002-53.0% | $55,167-33.5% |
| Participation rate | 55.8% | 73.3%-17.5pp | 75.5%-19.7pp | 69.0%-13.2pp |
| Annual return | 5.93% | 2868.48%-2862.5pp | 425.99%-420.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $850 | $1,724-50.7% | $2,470-65.6% | $1,963-56.7% |
| Participant deferral / active EE | $1,743 | $2,778-37.3% | $3,497-50.2% | $3,054-42.9% |
| Admin fee / account holder | $26 | $467-94.5% | $5,481-99.5% | $504-94.9% |