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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,525 | $63,924-17.8% | $108,582-51.6% | $55,167-4.8% |
| Participation rate | 37.4% | 74.3%-37.0pp | 79.6%-42.2pp | 69.0%-31.6pp |
| Annual return | 10.93% | 15.31%-4.4pp | -51.70%+62.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $542 | $1,879-71.1% | $3,758-85.6% | $1,963-72.4% |
| Participant deferral / active EE | $1,119 | $3,067-63.5% | $4,311-74.0% | $3,054-63.4% |
| Admin fee / account holder | $4 | $618-99.4% | $7,645-100.0% | $504-99.3% |