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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,311 | $69,383-82.3% | $101,275-87.8% | $73,497-83.2% |
| Participation rate | 88.0% | 68.4%+19.6pp | 75.8%+12.2pp | 70.7%+17.3pp |
| Annual return | 671.02% | 18.46%+652.6pp | 46.48%+624.5pp | 28.51%+642.5pp |
| Employer contribution / active EE | $2,229 | $2,628-15.2% | $3,660-39.1% | $2,270-1.8% |
| Participant deferral / active EE | $86 | $3,301-97.4% | $4,371-98.0% | $3,740-97.7% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |