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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 | $42,447 | $40,263+5.4% | $57,347-26.0% | $59,632-28.8% |
| Participation rate | 58.6% | 69.2%-10.5pp | 75.1%-16.5pp | 68.7%-10.1pp |
| Annual return | 0.96% | 27.50%-26.5pp | 24.40%-23.4pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $1,184 | $1,922-38.4% | $2,689-56.0% | $2,203-46.3% |
| Participant deferral / active EE | $1,943 | $2,400-19.0% | $3,162-38.5% | $3,192-39.1% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |