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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 | $2,871 | $58,099-95.1% | $76,872-96.3% | $75,173-96.2% |
| Participation rate | 78.8% | 63.9%+15.0pp | 69.6%+9.3pp | 67.2%+11.6pp |
| Annual return | 24.71% | 26.71%-2.0pp | 37.90%-13.2pp | 160.72%-136.0pp |
| Employer contribution / active EE | $868 | $1,996-56.5% | $2,533-65.7% | $2,671-67.5% |
| Participant deferral / active EE | $2,834 | $2,999-5.5% | $3,832-26.0% | $4,126-31.3% |
| Admin fee / account holder | $9 | $4,778-99.8% | $5,476-99.8% | $5,651-99.8% |