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Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,386 | $69,383-74.9% | $101,275-82.8% | $73,497-76.3% |
| Participation rate | 70.4% | 68.4%+2.0pp | 75.8%-5.4pp | 70.7%-0.3pp |
| Annual return | 43.43% | 18.46%+25.0pp | 46.48%-3.0pp | 28.51%+14.9pp |
| Employer contribution / active EE | $590 | $2,628-77.6% | $3,660-83.9% | $2,270-74.0% |
| Participant deferral / active EE | $1,545 | $3,301-53.2% | $4,371-64.6% | $3,740-58.7% |
| Admin fee / account holder | $44 | $704-93.8% | $5,948-99.3% | $513-91.5% |