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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 | $1,985 | $52,293-96.2% | $178,498-98.9% | $73,412-97.3% |
| Participation rate | 74.2% | 65.3%+8.8pp | 81.9%-7.8pp | 72.2%+2.0pp |
| Annual return | 39.40% | 34.75%+4.7pp | 151.09%-111.7pp | 59.30%-19.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $903 | $2,332-61.3% | $5,202-82.6% | $3,806-76.3% |
| Admin fee / account holder | $7 | $127-94.1% | $13,985-99.9% | $158-95.3% |