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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 | $66,067 | $52,639+25.5% | $185,117-64.3% | $62,293+6.1% |
| Participation rate | 69.8% | 63.9%+6.0pp | 77.3%-7.4pp | 69.5%+0.3pp |
| Annual return | 20.94% | 19.57%+1.4pp | 40.50%-19.6pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,582 | $1,483+6.7% | $4,182-62.2% | $2,042-22.5% |
| Participant deferral / active EE | $4,134 | $3,097+33.5% | $5,045-18.1% | $3,169+30.4% |
| Admin fee / account holder | $9 | $374-97.5% | $8,159-99.9% | $479-98.1% |