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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 | $67,607 | $49,451+36.7% | $79,580-15.0% | $66,938+1.0% |
| Participation rate | 29.4% | 61.3%-32.0pp | 69.5%-40.1pp | 69.8%-40.5pp |
| Annual return | 6.63% | 84.25%-77.6pp | 0.15%+6.5pp | 1.58%+5.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,337 | $3,159-26.0% | $3,985-41.4% | $4,238-44.9% |
| Admin fee / account holder | $8 | $595-98.6% | $6,835-99.9% | $594-98.6% |