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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,064 | $37,440-78.5% | $77,081-89.5% | $66,930-88.0% |
| Participation rate | 78.6% | 52.9%+25.7pp | 67.9%+10.7pp | 69.8%+8.8pp |
| Annual return | -17.26% | -3.26%-14.0pp | 42.33%-59.6pp | 1.57%-18.8pp |
| Employer contribution / active EE | $361 | $1,534-76.5% | $2,813-87.2% | $2,545-85.8% |
| Participant deferral / active EE | $921 | $2,620-64.8% | $4,428-79.2% | $4,238-78.3% |
| Admin fee / account holder | $37 | $568-93.6% | $5,427-99.3% | $593-93.8% |