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Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,362 | $63,905-90.0% | $74,184-91.4% | $57,658-89.0% |
| Participation rate | 81.2% | 79.8%+1.5pp | 76.6%+4.6pp | 70.2%+11.0pp |
| Annual return | 23.97% | 60.60%-36.6pp | 17.74%+6.2pp | 5.13%+18.8pp |
| Employer contribution / active EE | $766 | $1,840-58.4% | $2,370-67.7% | $1,974-61.2% |
| Participant deferral / active EE | $1,248 | $3,448-63.8% | $3,550-64.8% | $3,061-59.2% |
| Admin fee / account holder | $5 | $91-94.9% | $5,586-99.9% | $95-95.1% |