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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,508 | $30,107-85.0% | $61,501-92.7% | $64,824-93.0% |
| Participation rate | 23.7% | 36.4%-12.7pp | 52.6%-28.9pp | 71.5%-47.8pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $167 | $537-68.8% | $1,160-85.6% | $2,507-93.3% |
| Participant deferral / active EE | $502 | $1,126-55.4% | $2,125-76.4% | $4,311-88.3% |
| Admin fee / account holder | $5 | $148-96.8% | $2,132-99.8% | $188-97.5% |