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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,613 | $78,419-62.2% | $133,971-77.9% | $73,412-59.7% |
| Participation rate | 93.2% | 78.6%+14.6pp | 79.8%+13.4pp | 72.2%+21.0pp |
| Annual return | 12.22% | 33.35%-21.1pp | 45.09%-32.9pp | 59.30%-47.1pp |
| Employer contribution / active EE | $1,094 | $2,044-46.5% | $3,919-72.1% | $2,234-51.0% |
| Participant deferral / active EE | $2,639 | $3,925-32.8% | $5,047-47.7% | $3,806-30.7% |
| Admin fee / account holder | $153 | $161-5.4% | $8,929-98.3% | $158-3.4% |