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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 | $51,223-90.7% | $82,763-94.2% | $66,949-92.8% |
| Participation rate | 75.6% | 67.9%+7.7pp | 72.6%+3.0pp | 69.8%+5.8pp |
| Annual return | -15.73% | -9.85%-5.9pp | 702.45%-718.2pp | 1.57%-17.3pp |
| Employer contribution / active EE | $457 | $2,611-82.5% | $3,008-84.8% | $2,545-82.1% |
| Participant deferral / active EE | $2,316 | $3,460-33.1% | $4,395-47.3% | $4,239-45.4% |
| Admin fee / account holder | $17 | $415-95.8% | $5,325-99.7% | $594-97.1% |