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Employer 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 | $1,729 | $45,343-96.2% | $150,298-98.8% | $67,986-97.5% |
| Participation rate | 70.5% | 51.9%+18.7pp | 77.8%-7.2pp | 57.2%+13.3pp |
| Annual return | 27.36% | 33.28%-5.9pp | 62.79%-35.4pp | 31.67%-4.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $950 | $2,055-53.8% | $5,453-82.6% | $3,358-71.7% |
| Admin fee / account holder | $5 | $2,250-99.8% | $14,116-100.0% | $3,203-99.8% |