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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 | $54,709 | $57,976-5.6% | $63,018-13.2% | $62,293-12.2% |
| Participation rate | 39.2% | 75.9%-36.7pp | 74.8%-35.6pp | 69.5%-30.3pp |
| Annual return | 19.83% | 17.54%+2.3pp | 87.62%-67.8pp | 28.90%-9.1pp |
| Employer contribution / active EE | $950 | $2,415-60.7% | $2,761-65.6% | $2,042-53.5% |
| Participant deferral / active EE | $3,137 | $2,956+6.1% | $3,330-5.8% | $3,169-1.0% |
| Admin fee / account holder | $133 | $276-51.7% | $3,601-96.3% | $479-72.2% |