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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,349 | $56,152-72.7% | $185,835-91.7% | $73,412-79.1% |
| Participation rate | 77.5% | 67.6%+9.9pp | 78.0%-0.6pp | 72.2%+5.3pp |
| Annual return | 56.39% | 17.59%+38.8pp | 35.96%+20.4pp | 59.30%-2.9pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,004 | $3,659+36.8% | $5,633-11.2% | $3,806+31.5% |
| Admin fee / account holder | $13 | $132-89.9% | $9,502-99.9% | $158-91.6% |