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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,035 | $35,183+56.4% | $73,550-25.2% | $70,126-21.5% |
| Participation rate | 19.4% | 42.9%-23.5pp | 54.9%-35.5pp | 69.5%-50.2pp |
| Annual return | 18.33% | 26.90%-8.6pp | -15.16%+33.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $651 | $709-8.2% | $1,219-46.6% | $2,343-72.2% |
| Participant deferral / active EE | $1,411 | $1,220+15.6% | $1,804-21.8% | $3,332-57.7% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |