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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,209 | $47,977-55.8% | $154,108-86.2% | $56,289-62.3% |
| Participation rate | 21.7% | 66.2%-44.5pp | 83.0%-61.3pp | 69.9%-48.1pp |
| Annual return | -7.85% | 3.54%-11.4pp | 735.21%-743.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $664 | $2,169-69.4% | $5,298-87.5% | $2,111-68.6% |
| Participant deferral / active EE | $1,099 | $2,392-54.1% | $5,081-78.4% | $3,350-67.2% |
| Admin fee / account holder | $14 | $438-96.9% | $13,411-99.9% | $521-97.4% |