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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 | $33,271 | $54,045-38.4% | $115,170-71.1% | $65,185-49.0% |
| Participation rate | 51.1% | 63.5%-12.4pp | 75.9%-24.8pp | 70.2%-19.1pp |
| Annual return | 21.63% | 26.55%-4.9pp | 35.60%-14.0pp | 29.38%-7.7pp |
| Employer contribution / active EE | $867 | $1,653-47.5% | $3,179-72.7% | $2,177-60.2% |
| Participant deferral / active EE | $1,147 | $2,504-54.2% | $4,169-72.5% | $3,514-67.4% |
| Admin fee / account holder | $50 | $626-92.0% | $7,089-99.3% | $847-94.1% |