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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 | $20,049 | $30,555-34.4% | $80,741-75.2% | $86,821-76.9% |
| Participation rate | 32.6% | 37.2%-4.6pp | 54.2%-21.5pp | 72.3%-39.7pp |
| Annual return | 15.73% | 30.35%-14.6pp | 87.30%-71.6pp | 97.94%-82.2pp |
| Employer contribution / active EE | $387 | $472-18.0% | $1,160-66.6% | $2,406-83.9% |
| Participant deferral / active EE | $674 | $1,050-35.8% | $2,145-68.6% | $4,132-83.7% |
| Admin fee / account holder | $140 | $135+3.4% | $3,380-95.9% | $170-17.4% |