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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 | $14,420 | $52,519-72.5% | $155,789-90.7% | $59,633-75.8% |
| Participation rate | 74.7% | 61.7%+13.0pp | 76.1%-1.4pp | 68.7%+6.0pp |
| Annual return | -2.78% | 53.51%-56.3pp | 71.54%-74.3pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $1,633 | $1,589+2.8% | $3,839-57.5% | $2,203-25.9% |
| Participant deferral / active EE | $2,451 | $3,084-20.5% | $4,798-48.9% | $3,192-23.2% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |