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Participant 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 | $12,728 | $60,305-78.9% | $81,780-84.4% | $74,400-82.9% |
| Participation rate | 97.4% | 62.9%+34.5pp | 72.4%+25.0pp | 67.2%+30.2pp |
| Annual return | 13.32% | 16.89%-3.6pp | 776.27%-763.0pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $378 | $2,623-85.6% | $2,914-87.0% | $2,624-85.6% |
| Participant deferral / active EE | $595 | $3,390-82.5% | $4,321-86.2% | $4,348-86.3% |
| Admin fee / account holder | $59 | $1,484-96.1% | $7,384-99.2% | $1,944-97.0% |