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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,079 | $77,638-80.6% | $156,551-90.4% | $62,881-76.0% |
| Participation rate | 34.4% | 71.2%-36.8pp | 84.0%-49.6pp | 69.3%-34.9pp |
| Annual return | 19.89% | 50.33%-30.4pp | 32.23%-12.3pp | 20.14%-0.3pp |
| Employer contribution / active EE | $996 | $3,444-71.1% | $5,501-81.9% | $2,281-56.3% |
| Participant deferral / active EE | $1,948 | $3,046-36.0% | $4,871-60.0% | $3,203-39.2% |
| Admin fee / account holder | $100 | $5,561-98.2% | $13,028-99.2% | $4,296-97.7% |