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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,903 | $60,165-85.2% | $74,184-88.0% | $55,167-83.9% |
| Participation rate | 97.7% | 74.2%+23.5pp | 76.6%+21.0pp | 69.0%+28.7pp |
| Annual return | 9.09% | 10.00%-0.9pp | 17.74%-8.6pp | 169.23%-160.1pp |
| Employer contribution / active EE | $956 | $1,600-40.2% | $2,370-59.7% | $1,963-51.3% |
| Participant deferral / active EE | $1,122 | $2,973-62.2% | $3,550-68.4% | $3,054-63.3% |
| Admin fee / account holder | $48 | $419-88.6% | $5,586-99.1% | $504-90.5% |