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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 | $43,730-66.2% | $66,674-77.8% | $64,097-76.9% |
| Participation rate | 100.0% | 50.7%+49.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 8.99% | 53.62%-44.6pp | 321.24%-312.2pp | 34.64%-25.7pp |
| Employer contribution / active EE | $881 | $1,673-47.4% | $2,620-66.4% | $1,891-53.4% |
| Participant deferral / active EE | $1,028 | $2,122-51.6% | $4,084-74.8% | $3,080-66.6% |
| Admin fee / account holder | $63 | $2,708-97.7% | $5,098-98.8% | $3,454-98.2% |