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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,850 | $86,655-78.2% | $119,622-84.2% | $66,938-71.8% |
| Participation rate | 84.6% | 75.6%+9.1pp | 79.3%+5.4pp | 69.8%+14.8pp |
| Annual return | 6.81% | -8.00%+14.8pp | -14.98%+21.8pp | 1.58%+5.2pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10,603 | $4,358+143.3% | $5,601+89.3% | $4,238+150.2% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-99.9% |