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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,299 | $75,183-15.8% | $123,894-48.9% | $55,167+14.7% |
| Participation rate | 64.0% | 72.8%-8.9pp | 81.4%-17.4pp | 69.0%-5.0pp |
| Annual return | 13.80% | 19.01%-5.2pp | 47.52%-33.7pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,128 | $2,823-60.1% | $4,617-75.6% | $1,963-42.5% |
| Participant deferral / active EE | $4,282 | $5,084-15.8% | $5,984-28.4% | $3,054+40.2% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |