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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 | $50,820-81.0% | $155,567-93.8% | $77,671-87.6% |
| Participation rate | 51.8% | 63.1%-11.4pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.74%-64.7pp | 31.21%-31.2pp |
| Employer contribution / active EE | $1,226 | $1,993-38.5% | $4,674-73.8% | $2,726-55.0% |
| Participant deferral / active EE | $2,306 | $2,823-18.3% | $5,628-59.0% | $4,648-50.4% |
| Admin fee / account holder | $27 | $436-93.8% | $15,916-99.8% | $430-93.8% |