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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,803 | $57,976-53.8% | $63,018-57.5% | $62,293-57.0% |
| Participation rate | 74.0% | 75.9%-1.9pp | 74.8%-0.8pp | 69.5%+4.5pp |
| Annual return | 20.54% | 17.54%+3.0pp | 87.62%-67.1pp | 28.90%-8.4pp |
| Employer contribution / active EE | $976 | $2,415-59.6% | $2,761-64.7% | $2,042-52.2% |
| Participant deferral / active EE | $837 | $2,956-71.7% | $3,330-74.9% | $3,169-73.6% |
| Admin fee / account holder | $24 | $276-91.4% | $3,601-99.3% | $479-95.0% |