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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,610 | $66,124-85.5% | $90,440-89.4% | $73,493-86.9% |
| Participation rate | 84.0% | 69.7%+14.3pp | 72.7%+11.3pp | 70.7%+13.3pp |
| Annual return | 3.55% | 17.65%-14.1pp | 1294.38%-1290.8pp | 28.51%-25.0pp |
| Employer contribution / active EE | $386 | $2,346-83.5% | $3,263-88.2% | $2,270-83.0% |
| Participant deferral / active EE | $914 | $3,039-69.9% | $3,964-76.9% | $3,740-75.6% |
| Admin fee / account holder | $0 | $396-100.0% | $5,615-100.0% | $513-100.0% |