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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 | $6,629 | $80,138-91.7% | $130,231-94.9% | $71,495-90.7% |
| Participation rate | 65.1% | 71.0%-5.9pp | 76.3%-11.1pp | 67.9%-2.8pp |
| Annual return | 19.37% | 16.81%+2.6pp | 38.77%-19.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,545 | $4,641-45.2% | $6,799-62.6% | $4,291-40.7% |
| Admin fee / account holder | $28 | $1,035-97.2% | $6,020-99.5% | $1,588-98.2% |