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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,285 | $56,438-28.6% | $76,902-47.6% | $71,529-43.7% |
| Participation rate | 39.4% | 64.3%-24.9pp | 69.6%-30.2pp | 67.9%-28.5pp |
| Annual return | 14.19% | 19.05%-4.9pp | 37.91%-23.7pp | 28.97%-14.8pp |
| Employer contribution / active EE | $1,378 | $1,864-26.1% | $2,534-45.6% | $2,590-46.8% |
| Participant deferral / active EE | $2,155 | $3,136-31.3% | $3,833-43.8% | $4,291-49.8% |
| Admin fee / account holder | $292 | $1,430-79.6% | $5,479-94.7% | $1,588-81.6% |