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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 | $7,408 | $70,083-89.4% | $59,887-87.6% | $55,725-86.7% |
| Participation rate | 96.3% | 78.4%+17.9pp | 74.7%+21.6pp | 70.9%+25.4pp |
| Annual return | 5.40% | 3.13%+2.3pp | 3.46%+1.9pp | 244.93%-239.5pp |
| Employer contribution / active EE | $1,000 | $2,878-65.3% | $2,722-63.3% | $2,078-51.9% |
| Participant deferral / active EE | $489 | $3,079-84.1% | $3,402-85.6% | $3,356-85.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |