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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 | $9,667 | $50,919-81.0% | $155,556-93.8% | $77,762-87.6% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.5pp | 70.6%-18.8pp |
| Annual return | 0.00% | 34.84%-34.8pp | 64.84%-64.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $1,226 | $1,991-38.4% | $4,675-73.8% | $2,728-55.0% |
| Participant deferral / active EE | $2,306 | $2,824-18.4% | $5,631-59.0% | $4,651-50.4% |
| Admin fee / account holder | $27 | $437-93.9% | $15,885-99.8% | $433-93.8% |