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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,921 | $42,910-86.2% | $60,919-90.3% | $68,490-91.4% |
| Participation rate | 97.8% | 66.8%+31.0pp | 73.1%+24.7pp | 67.9%+29.9pp |
| Annual return | -20.24% | -13.99%-6.2pp | 16.96%-37.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,351 | $1,978+18.8% | $2,704-13.1% | $2,597-9.5% |
| Participant deferral / active EE | $3,535 | $2,866+23.4% | $3,814-7.3% | $4,028-12.2% |
| Admin fee / account holder | $24 | $3,104-99.2% | $3,228-99.3% | $5,403-99.6% |