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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 | $13,670 | $91,439-85.0% | $135,974-89.9% | $71,511-80.9% |
| Participation rate | 75.5% | 75.7%-0.1pp | 81.9%-6.4pp | 67.9%+7.6pp |
| Annual return | 32.85% | 29.90%+3.0pp | 68.30%-35.5pp | 28.86%+4.0pp |
| Employer contribution / active EE | $1,210 | $3,705-67.3% | $4,859-75.1% | $2,589-53.3% |
| Participant deferral / active EE | $3,689 | $7,093-48.0% | $7,760-52.5% | $4,291-14.0% |
| Admin fee / account holder | $21 | $1,267-98.4% | $10,767-99.8% | $1,588-98.7% |