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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 | $37,443 | $49,138-23.8% | $84,021-55.4% | $65,185-42.6% |
| Participation rate | 67.0% | 60.7%+6.2pp | 69.0%-2.0pp | 70.2%-3.2pp |
| Annual return | 22.84% | 23.00%-0.2pp | 71.32%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,972 | $914+115.8% | $1,984-0.6% | $2,177-9.4% |
| Participant deferral / active EE | $3,400 | $2,397+41.8% | $3,239+5.0% | $3,514-3.3% |
| Admin fee / account holder | $17 | $543-96.8% | $6,102-99.7% | $847-98.0% |