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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 | $7,069 | $89,652-92.1% | $141,177-95.0% | $65,185-89.2% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.0pp | 70.2%+28.3pp |
| Annual return | 27.62% | 32.79%-5.2pp | 71.40%-43.8pp | 29.38%-1.8pp |
| Employer contribution / active EE | $2,201 | $3,065-28.2% | $4,736-53.5% | $2,177+1.1% |
| Participant deferral / active EE | $2,675 | $5,691-53.0% | $6,710-60.1% | $3,514-23.9% |
| Admin fee / account holder | $21 | $569-96.3% | $10,263-99.8% | $847-97.5% |