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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 | $12,788 | $46,732-72.6% | $156,551-91.8% | $55,167-76.8% |
| Participation rate | 47.7% | 65.8%-18.1pp | 84.0%-36.3pp | 69.0%-21.3pp |
| Annual return | 7.05% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $503 | $2,105-76.1% | $5,501-90.9% | $1,963-74.4% |
| Participant deferral / active EE | $2,288 | $2,204+3.8% | $4,871-53.0% | $3,054-25.1% |
| Admin fee / account holder | $50 | $418-88.1% | $13,028-99.6% | $504-90.1% |