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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).
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 | $13,531 | $75,388-82.1% | $123,553-89.0% | $55,725-75.7% |
| Participation rate | 72.3% | 75.7%-3.4pp | 82.3%-10.0pp | 70.9%+1.4pp |
| Annual return | -4.30% | 4.48%-8.8pp | 119.21%-123.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $988 | $3,063-67.8% | $4,628-78.7% | $2,078-52.5% |
| Participant deferral / active EE | $2,202 | $5,651-61.0% | $6,426-65.7% | $3,356-34.4% |
| Admin fee / account holder | $13 | $120-88.7% | $9,284-99.9% | $115-88.3% |