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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 | $84,482-100.0% | $125,363-100.0% | $66,930-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 82.4%-82.4pp | 69.8%-69.8pp |
| Annual return | -17.75% | -8.49%-9.3pp | 572.15%-589.9pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,033 | $3,553-70.9% | $4,815-78.5% | $2,545-59.4% |
| Participant deferral / active EE | $3,192 | $6,782-52.9% | $7,447-57.1% | $4,238-24.7% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |