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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 | $7,972 | $64,138-87.6% | $112,258-92.9% | $66,930-88.1% |
| Participation rate | 86.0% | 68.5%+17.6pp | 75.1%+11.0pp | 69.8%+16.2pp |
| Annual return | -17.47% | -13.81%-3.7pp | 27.47%-44.9pp | 1.57%-19.0pp |
| Employer contribution / active EE | $1,266 | $3,006-57.9% | $3,636-65.2% | $2,545-50.2% |
| Participant deferral / active EE | $2,558 | $3,694-30.8% | $4,728-45.9% | $4,238-39.6% |
| Admin fee / account holder | $62 | $625-90.1% | $6,411-99.0% | $593-89.6% |