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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,417 | $60,504-48.1% | $81,882-61.6% | $74,478-57.8% |
| Participation rate | 67.8% | 62.9%+4.9pp | 72.4%-4.6pp | 67.2%+0.6pp |
| Annual return | 16.84% | 16.91%-0.1pp | 779.47%-762.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $2,144 | $2,627-18.4% | $2,916-26.5% | $2,626-18.4% |
| Participant deferral / active EE | $3,827 | $3,400+12.6% | $4,323-11.5% | $4,350-12.0% |
| Admin fee / account holder | $136 | $1,492-90.9% | $7,360-98.2% | $1,946-93.0% |