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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 | $45,900-67.8% | $94,057-84.3% | $64,340-77.0% |
| Participation rate | 100.0% | 50.6%+49.4pp | 73.3%+26.7pp | 55.2%+44.8pp |
| Annual return | 8.99% | 50.47%-41.5pp | 480.62%-471.6pp | 24.14%-15.2pp |
| Employer contribution / active EE | $881 | $1,612-45.4% | $2,933-70.0% | $1,862-52.7% |
| Participant deferral / active EE | $1,028 | $2,102-51.1% | $4,709-78.2% | $2,980-65.5% |
| Admin fee / account holder | $63 | $3,143-98.0% | $7,244-99.1% | $3,703-98.3% |