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Annual investment return 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 | $8,366 | $68,996-87.9% | $159,991-94.8% | $68,495-87.8% |
| Participation rate | 82.8% | 65.4%+17.3pp | 78.0%+4.8pp | 67.9%+14.9pp |
| Annual return | -26.11% | -9.65%-16.5pp | 408.82%-434.9pp | -7.84%-18.3pp |
| Employer contribution / active EE | $3,143 | $2,212+42.0% | $4,225-25.6% | $2,596+21.0% |
| Participant deferral / active EE | $4,467 | $4,211+6.1% | $6,183-27.7% | $4,028+10.9% |
| Admin fee / account holder | $44 | $4,797-99.1% | $8,715-99.5% | $5,403-99.2% |