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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 | $2,076 | $53,344-96.1% | $121,204-98.3% | $74,460-97.2% |
| Participation rate | 64.7% | 60.0%+4.7pp | 69.5%-4.8pp | 70.7%-6.0pp |
| Annual return | 0.00% | 35.15%-35.2pp | 987.18%-987.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $424 | $1,898-77.7% | $4,170-89.8% | $2,638-83.9% |
| Participant deferral / active EE | $925 | $3,220-71.3% | $4,083-77.3% | $4,530-79.6% |
| Admin fee / account holder | $2 | $382-99.4% | $5,651-100.0% | $348-99.4% |