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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 | $14,789 | $47,105-68.6% | $68,368-78.4% | $67,986-78.2% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 8.99% | 48.37%-39.4pp | 292.57%-283.6pp | 31.67%-22.7pp |
| Employer contribution / active EE | $881 | $1,859-52.6% | $2,649-66.8% | $2,019-56.4% |
| Participant deferral / active EE | $1,028 | $2,374-56.7% | $4,123-75.1% | $3,358-69.4% |
| Admin fee / account holder | $63 | $2,435-97.4% | $5,150-98.8% | $3,203-98.0% |