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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 | $36,506 | $105,200-65.3% | $159,474-77.1% | $85,847-57.5% |
| Participation rate | 50.6% | 75.8%-25.2pp | 82.8%-32.3pp | 69.3%-18.8pp |
| Annual return | 15.54% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $1,037 | $3,319-68.8% | $4,831-78.5% | $2,565-59.6% |
| Participant deferral / active EE | $4,367 | $5,946-26.6% | $7,353-40.6% | $3,952+10.5% |
| Admin fee / account holder | $79 | $6,934-98.9% | $10,802-99.3% | $6,261-98.7% |