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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,646 | $80,753-83.1% | $136,298-90.0% | $62,293-78.1% |
| Participation rate | 71.6% | 73.5%-2.0pp | 81.9%-10.4pp | 69.5%+2.0pp |
| Annual return | 22.55% | 35.83%-13.3pp | 5156.27%-5133.7pp | 28.90%-6.3pp |
| Employer contribution / active EE | $968 | $2,884-66.4% | $4,696-79.4% | $2,042-52.6% |
| Participant deferral / active EE | $2,026 | $5,164-60.8% | $6,247-67.6% | $3,169-36.1% |
| Admin fee / account holder | $27 | $525-95.0% | $9,244-99.7% | $479-94.5% |