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Participant 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).
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 | $6,556 | $80,753-91.9% | $136,298-95.2% | $62,293-89.5% |
| Participation rate | 91.3% | 73.5%+17.8pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 19.04% | 35.83%-16.8pp | 5156.27%-5137.2pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,429 | $2,884-50.4% | $4,696-69.6% | $2,042-30.0% |
| Participant deferral / active EE | $908 | $5,164-82.4% | $6,247-85.5% | $3,169-71.3% |
| Admin fee / account holder | $29 | $525-94.5% | $9,244-99.7% | $479-93.9% |