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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 | $34,398 | $91,372-62.4% | $130,045-73.5% | $74,460-53.8% |
| Participation rate | 88.4% | 77.8%+10.6pp | 78.5%+9.9pp | 70.7%+17.6pp |
| Annual return | 72.18% | 23.21%+49.0pp | -137.30%+209.5pp | 34.38%+37.8pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,321-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $10,396 | $4,721+120.2% | $5,820+78.6% | $4,530+129.5% |
| Admin fee / account holder | $1 | $283-99.5% | $10,600-100.0% | $348-99.6% |