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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 | $31,206 | $29,369+6.3% | $77,513-59.7% | $73,412-57.5% |
| Participation rate | 50.8% | 37.9%+12.9pp | 54.2%-3.4pp | 72.2%-21.4pp |
| Annual return | 14.43% | 358.15%-343.7pp | 54.81%-40.4pp | 59.30%-44.9pp |
| Employer contribution / active EE | $434 | $406+6.9% | $987-56.0% | $2,234-80.6% |
| Participant deferral / active EE | $891 | $941-5.3% | $1,861-52.1% | $3,806-76.6% |
| Admin fee / account holder | $8 | $123-93.3% | $2,859-99.7% | $158-94.8% |