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Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,921 | $99,957-66.1% | $149,730-77.3% | $73,493-53.8% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.5%+10.7pp | 70.7%+22.5pp |
| Annual return | 34.74% | 53.87%-19.1pp | 276.70%-242.0pp | 28.51%+6.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $14,001 | $6,073+130.6% | $6,843+104.6% | $3,740+274.4% |
| Admin fee / account holder | $15 | $551-97.2% | $9,310-99.8% | $513-97.0% |