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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).
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 | $15,698 | $73,102-78.5% | $123,552-87.3% | $56,287-72.1% |
| Participation rate | 71.1% | 74.3%-3.2pp | 82.3%-11.2pp | 69.9%+1.3pp |
| Annual return | -7.48% | 3.01%-10.5pp | 119.20%-126.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,195 | $2,977-59.9% | $4,628-74.2% | $2,111-43.4% |
| Participant deferral / active EE | $5,807 | $5,423+7.1% | $6,426-9.6% | $3,350+73.4% |
| Admin fee / account holder | $12 | $554-97.9% | $9,285-99.9% | $521-97.8% |