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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 | $7,249 | $69,383-89.6% | $101,271-92.8% | $73,493-90.1% |
| Participation rate | 89.7% | 68.4%+21.3pp | 75.8%+13.9pp | 70.7%+19.0pp |
| Annual return | 24.23% | 18.46%+5.8pp | 46.48%-22.2pp | 28.51%-4.3pp |
| Employer contribution / active EE | $1,303 | $2,628-50.4% | $3,660-64.4% | $2,270-42.6% |
| Participant deferral / active EE | $2,430 | $3,301-26.4% | $4,371-44.4% | $3,740-35.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,948-100.0% | $513-99.8% |