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Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,332 | $55,437-65.1% | $155,534-87.6% | $74,459-74.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.02% | 269.58%-258.6pp | 64.92%-53.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $2,113 | $2,266-6.8% | $4,675-54.8% | $2,626-19.5% |
| Participant deferral / active EE | $2,504 | $2,837-11.8% | $5,630-55.5% | $4,350-42.4% |
| Admin fee / account holder | $61 | $1,742-96.5% | $15,900-99.6% | $1,945-96.9% |