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Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $1,819 | $42,548-95.7% | $74,551-97.6% | $56,289-96.8% |
| Participation rate | 75.4% | 60.5%+14.9pp | 69.1%+6.2pp | 69.9%+5.5pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $928 | $2,277-59.3% | $3,108-70.1% | $3,350-72.3% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |