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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 | $14,350 | $69,774-79.4% | $67,561-78.8% | $74,429-80.7% |
| Participation rate | 51.5% | 71.4%-19.8pp | 72.9%-21.4pp | 67.2%-15.7pp |
| Annual return | 12.16% | -40.53%+52.7pp | 3525.44%-3513.3pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $683 | $2,710-74.8% | $2,735-75.0% | $2,625-74.0% |
| Participant deferral / active EE | $1,721 | $3,636-52.7% | $4,003-57.0% | $4,348-60.4% |
| Admin fee / account holder | $117 | $890-86.8% | $4,006-97.1% | $1,944-94.0% |