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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 | $24,425 | $65,118-62.5% | $76,767-68.2% | $55,725-56.2% |
| Participation rate | 73.7% | 79.6%-5.9pp | 77.0%-3.3pp | 70.9%+2.8pp |
| Annual return | 565.82% | -1.27%+567.1pp | 2.43%+563.4pp | 244.93%+320.9pp |
| Employer contribution / active EE | $1,658 | $1,941-14.6% | $2,485-33.3% | $2,078-20.2% |
| Participant deferral / active EE | $3,112 | $3,688-15.6% | $3,852-19.2% | $3,356-7.3% |
| Admin fee / account holder | $0 | $116-99.8% | $6,675-100.0% | $115-99.8% |