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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $29,733-41.4% | $56,025-68.9% | $80,959-78.5% |
| Participation rate | 88.8% | 41.7%+47.0pp | 52.5%+36.2pp | 67.7%+21.1pp |
| Annual return | 17.72% | 35.28%-17.6pp | 1712.69%-1695.0pp | 35.67%-17.9pp |
| Employer contribution / active EE | $2,158 | $672+221.3% | $1,042+107.2% | $2,757-21.7% |
| Participant deferral / active EE | $2,687 | $1,229+118.5% | $1,955+37.5% | $4,300-37.5% |
| Admin fee / account holder | $2 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |