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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 | $4,804 | $50,458-90.5% | $159,991-97.0% | $64,814-92.6% |
| Participation rate | 32.9% | 68.0%-35.1pp | 78.0%-45.0pp | 71.5%-38.5pp |
| Annual return | 0.00% | -13.42%+13.4pp | 408.82%-408.8pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,225-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,939 | $4,004-51.6% | $6,183-68.6% | $4,310-55.0% |
| Admin fee / account holder | $12 | $706-98.4% | $8,715-99.9% | $188-93.9% |