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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 | $10,758 | $53,344-79.8% | $121,204-91.1% | $74,460-85.6% |
| Participation rate | 33.7% | 60.0%-26.3pp | 69.5%-35.9pp | 70.7%-37.1pp |
| Annual return | 23.16% | 35.15%-12.0pp | 987.18%-964.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $694 | $1,898-63.5% | $4,170-83.4% | $2,638-73.7% |
| Participant deferral / active EE | $1,431 | $3,220-55.6% | $4,083-65.0% | $4,530-68.4% |
| Admin fee / account holder | $32 | $382-91.6% | $5,651-99.4% | $348-90.8% |