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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,753 | $29,369-53.2% | $77,552-82.3% | $73,412-81.3% |
| Participation rate | 30.4% | 37.9%-7.5pp | 54.2%-23.8pp | 72.2%-41.8pp |
| Annual return | 11.13% | 358.15%-347.0pp | 54.82%-43.7pp | 59.30%-48.2pp |
| Employer contribution / active EE | $455 | $406+12.1% | $987-53.9% | $2,234-79.6% |
| Participant deferral / active EE | $503 | $941-46.6% | $1,861-73.0% | $3,806-86.8% |
| Admin fee / account holder | $46 | $123-62.5% | $2,859-98.4% | $158-70.8% |