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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 | $11,278 | $25,302-55.4% | $74,719-84.9% | $67,579-83.3% |
| Participation rate | 35.7% | 37.8%-2.1pp | 54.5%-18.8pp | 71.3%-35.6pp |
| Annual return | 20.33% | 10291.17%-10270.8pp | 753.05%-732.7pp | 378.56%-358.2pp |
| Employer contribution / active EE | $594 | $446+33.0% | $1,084-45.3% | $2,148-72.4% |
| Participant deferral / active EE | $708 | $954-25.8% | $1,963-64.0% | $3,539-80.0% |
| Admin fee / account holder | $49 | $108-54.9% | $3,334-98.5% | $142-65.8% |