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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,145 | $84,940-77.5% | $111,306-82.8% | $79,389-75.9% |
| Participation rate | 70.6% | 75.9%-5.3pp | 77.3%-6.7pp | 70.7%-0.1pp |
| Annual return | 17.19% | 17.45%-0.3pp | 54.67%-37.5pp | 116.89%-99.7pp |
| Employer contribution / active EE | $412 | $1,979-79.2% | $2,732-84.9% | $2,428-83.0% |
| Participant deferral / active EE | $3,802 | $3,889-2.2% | $4,488-15.3% | $4,046-6.0% |
| Admin fee / account holder | $29 | $537-94.5% | $7,966-99.6% | $626-95.3% |