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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,593 | $99,957-42.4% | $149,715-61.5% | $73,493-21.6% |
| Participation rate | 57.3% | 75.7%-18.4pp | 82.5%-25.1pp | 70.7%-13.3pp |
| Annual return | 28.05% | 53.87%-25.8pp | 276.66%-248.6pp | 28.51%-0.5pp |
| Employer contribution / active EE | $1,658 | $3,191-48.1% | $4,645-64.3% | $2,270-27.0% |
| Participant deferral / active EE | $5,273 | $6,073-13.2% | $6,842-22.9% | $3,740+41.0% |
| Admin fee / account holder | $15 | $551-97.3% | $9,310-99.8% | $513-97.1% |