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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,972 | $48,267-40.0% | $68,808-57.9% | $68,486-57.7% |
| Participation rate | 26.4% | 60.7%-34.3pp | 69.0%-42.6pp | 67.9%-41.5pp |
| Annual return | -17.96% | -12.70%-5.3pp | -6.37%-11.6pp | -7.85%-10.1pp |
| Employer contribution / active EE | $589 | $1,829-67.8% | $2,656-77.8% | $2,597-77.3% |
| Participant deferral / active EE | $981 | $2,867-65.8% | $3,942-75.1% | $4,028-75.7% |
| Admin fee / account holder | $11 | $4,362-99.8% | $4,936-99.8% | $5,404-99.8% |