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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 | $20,521 | $53,901-61.9% | $134,162-84.7% | $73,493-72.1% |
| Participation rate | 25.6% | 62.8%-37.2pp | 72.2%-46.5pp | 70.7%-45.0pp |
| Annual return | 0.00% | 15.82%-15.8pp | 36.35%-36.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,006 | $2,739-63.3% | $3,500-71.2% | $3,740-73.1% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |