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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $100,801-100.0% | $149,730-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.5%-82.5pp | 72.2%-72.2pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.70%-276.7pp | 59.30%-59.3pp |
| Employer contribution / active EE | $723 | $3,312-78.2% | $4,645-84.4% | $2,234-67.6% |
| Participant deferral / active EE | $1,899 | $6,404-70.4% | $6,843-72.3% | $3,806-50.1% |
| Admin fee / account holder | $0 | $181-100.0% | $9,310-100.0% | $158-100.0% |