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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,646 | $89,364-79.1% | $141,177-86.8% | $72,983-74.5% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.5%-10.9pp | 69.5%+2.1pp |
| Annual return | 24.79% | 111.86%-87.1pp | 71.40%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,611 | $3,115-48.3% | $4,736-66.0% | $2,440-34.0% |
| Participant deferral / active EE | $4,893 | $5,419-9.7% | $6,710-27.1% | $3,608+35.6% |
| Admin fee / account holder | $72 | $5,959-98.8% | $10,263-99.3% | $5,124-98.6% |