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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,894 | $80,753-67.9% | $136,298-81.0% | $62,293-58.4% |
| Participation rate | 21.7% | 73.5%-51.8pp | 81.9%-60.2pp | 69.5%-47.8pp |
| Annual return | 25.03% | 35.83%-10.8pp | 5156.27%-5131.2pp | 28.90%-3.9pp |
| Employer contribution / active EE | $541 | $2,884-81.2% | $4,696-88.5% | $2,042-73.5% |
| Participant deferral / active EE | $841 | $5,164-83.7% | $6,247-86.5% | $3,169-73.5% |
| Admin fee / account holder | $20 | $525-96.2% | $9,244-99.8% | $479-95.8% |