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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,195 | $37,196-72.6% | $154,111-93.4% | $55,725-81.7% |
| Participation rate | 58.5% | 64.1%-5.6pp | 83.0%-24.6pp | 70.9%-12.4pp |
| Annual return | -3.94% | 1319.68%-1323.6pp | 735.18%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $590 | $1,614-63.5% | $5,298-88.9% | $2,078-71.6% |
| Participant deferral / active EE | $1,183 | $2,068-42.8% | $5,081-76.7% | $3,356-64.7% |
| Admin fee / account holder | $1 | $102-99.4% | $13,411-100.0% | $115-99.5% |