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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,264 | $60,488-63.2% | $109,907-79.7% | $79,391-72.0% |
| Participation rate | 36.5% | 67.0%-30.5pp | 74.2%-37.7pp | 70.7%-34.2pp |
| Annual return | 22.62% | 189.57%-166.9pp | 29.46%-6.8pp | 116.88%-94.3pp |
| Employer contribution / active EE | $0 | $1,649-100.0% | $2,844-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,834 | $3,220-43.1% | $4,047-54.7% | $4,046-54.7% |
| Admin fee / account holder | $91 | $605-84.9% | $6,069-98.5% | $627-85.4% |