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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 | $12,871 | $75,832-83.0% | $147,617-91.3% | $59,633-78.4% |
| Participation rate | 96.6% | 71.6%+25.0pp | 84.6%+12.0pp | 68.7%+27.9pp |
| Annual return | 1.35% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $1,267 | $3,485-63.6% | $5,564-77.2% | $2,203-42.5% |
| Participant deferral / active EE | $887 | $3,131-71.7% | $4,895-81.9% | $3,192-72.2% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |