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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,172 | $65,582-81.4% | $64,101-81.0% | $71,511-83.0% |
| Participation rate | 77.6% | 73.2%+4.4pp | 72.3%+5.3pp | 67.9%+9.6pp |
| Annual return | 48.84% | 18.96%+29.9pp | 33.72%+15.1pp | 28.86%+20.0pp |
| Employer contribution / active EE | $1,821 | $2,671-31.8% | $2,749-33.7% | $2,589-29.7% |
| Participant deferral / active EE | $3,618 | $3,628-0.3% | $3,881-6.8% | $4,291-15.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |