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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,294 | $59,006-89.3% | $97,260-93.5% | $74,459-91.5% |
| Participation rate | 97.4% | 63.7%+33.7pp | 72.7%+24.8pp | 67.2%+30.2pp |
| Annual return | 12.40% | 16.04%-3.6pp | 75.54%-63.1pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $595 | $1,894-68.6% | $2,721-78.1% | $2,626-77.3% |
| Participant deferral / active EE | $1,106 | $3,671-69.9% | $4,262-74.0% | $4,350-74.6% |
| Admin fee / account holder | $77 | $1,974-96.1% | $5,640-98.6% | $1,945-96.0% |