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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 | $4,787 | $51,197-90.6% | $82,726-94.2% | $66,923-92.8% |
| Participation rate | 75.6% | 67.8%+7.8pp | 72.6%+3.0pp | 69.8%+5.8pp |
| Annual return | -15.73% | -9.64%-6.1pp | 701.33%-717.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $457 | $2,611-82.5% | $3,009-84.8% | $2,545-82.0% |
| Participant deferral / active EE | $2,316 | $3,458-33.0% | $4,394-47.3% | $4,237-45.4% |
| Admin fee / account holder | $17 | $416-95.8% | $5,328-99.7% | $593-97.1% |