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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,789 | $47,553-68.9% | $136,867-89.2% | $69,733-78.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 74.5%+25.5pp | 62.5%+37.5pp |
| Annual return | 8.99% | -91.50%+100.5pp | 42.97%-34.0pp | 15.22%-6.2pp |
| Employer contribution / active EE | $881 | $2,087-57.8% | $3,547-75.2% | $2,250-60.9% |
| Participant deferral / active EE | $1,028 | $2,300-55.3% | $4,924-79.1% | $3,054-66.4% |
| Admin fee / account holder | $63 | $3,496-98.2% | $10,340-99.4% | $3,102-98.0% |