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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 | $37,714 | $76,551-50.7% | $123,894-69.6% | $62,881-40.0% |
| Participation rate | 59.5% | 73.0%-13.5pp | 81.4%-21.9pp | 69.3%-9.8pp |
| Annual return | 17.95% | 18.68%-0.7pp | 47.52%-29.6pp | 20.14%-2.2pp |
| Employer contribution / active EE | $693 | $2,882-76.0% | $4,617-85.0% | $2,281-69.6% |
| Participant deferral / active EE | $5,523 | $4,840+14.1% | $5,984-7.7% | $3,203+72.4% |
| Admin fee / account holder | $234 | $4,826-95.1% | $8,357-97.2% | $4,296-94.5% |