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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,562 | $52,639-89.4% | $185,117-97.0% | $62,293-91.1% |
| Participation rate | 73.4% | 63.9%+9.6pp | 77.3%-3.8pp | 69.5%+3.9pp |
| Annual return | 22.16% | 19.57%+2.6pp | 40.50%-18.3pp | 28.90%-6.7pp |
| Employer contribution / active EE | $533 | $1,483-64.0% | $4,182-87.2% | $2,042-73.9% |
| Participant deferral / active EE | $1,439 | $3,097-53.5% | $5,045-71.5% | $3,169-54.6% |
| Admin fee / account holder | $7 | $374-98.1% | $8,159-99.9% | $479-98.5% |