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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 | $7,687 | $55,423-86.1% | $155,602-95.1% | $74,400-89.7% |
| Participation rate | 77.2% | 61.9%+15.3pp | 78.2%-1.0pp | 67.2%+9.9pp |
| Annual return | 0.00% | 269.07%-269.1pp | 64.81%-64.8pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $955 | $2,835-66.3% | $5,629-83.0% | $4,348-78.0% |
| Admin fee / account holder | $1 | $1,744-99.9% | $15,923-100.0% | $1,944-99.9% |