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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 | $37,513 | $52,961-29.2% | $172,755-78.3% | $65,185-42.5% |
| Participation rate | 25.0% | 66.2%-41.2pp | 82.6%-57.6pp | 70.2%-45.2pp |
| Annual return | 15.83% | 30.12%-14.3pp | 802.94%-787.1pp | 29.38%-13.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $982 | $2,471-60.3% | $5,198-81.1% | $3,514-72.1% |
| Admin fee / account holder | $71 | $472-85.1% | $13,955-99.5% | $847-91.7% |