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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,355 | $53,901-93.8% | $134,155-97.5% | $73,493-95.4% |
| Participation rate | 76.8% | 62.8%+14.0pp | 72.2%+4.6pp | 70.7%+6.1pp |
| Annual return | 28.92% | 15.82%+13.1pp | 36.34%-7.4pp | 28.51%+0.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,279 | $2,739-53.3% | $3,500-63.4% | $3,740-65.8% |
| Admin fee / account holder | $5 | $581-99.2% | $6,685-99.9% | $513-99.0% |