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Annual investment return 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 | $21,265 | $64,909-67.2% | $82,312-74.2% | $62,293-65.9% |
| Participation rate | 89.1% | 74.9%+14.2pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 12.81% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,095 | $1,676-34.6% | $2,428-54.9% | $2,042-46.4% |
| Participant deferral / active EE | $2,005 | $3,103-35.4% | $3,706-45.9% | $3,169-36.7% |
| Admin fee / account holder | $105 | $440-76.1% | $5,608-98.1% | $479-78.1% |