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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 | $99,340 | $58,726+69.2% | $92,240+7.7% | $62,293+59.5% |
| Participation rate | 20.1% | 68.3%-48.2pp | 76.5%-56.3pp | 69.5%-49.4pp |
| Annual return | 17.78% | 43.62%-25.8pp | 176.29%-158.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $805 | $2,392-66.4% | $3,680-78.1% | $2,042-60.6% |
| Participant deferral / active EE | $1,647 | $2,766-40.4% | $3,897-57.7% | $3,169-48.0% |
| Admin fee / account holder | $30 | $556-94.6% | $5,194-99.4% | $479-93.8% |