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Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,454 | $52,884-95.4% | $84,753-97.1% | $55,167-95.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 26.91% | 18.03%+8.9pp | 22.78%+4.1pp | 169.23%-142.3pp |
| Employer contribution / active EE | $2,859 | $2,233+28.0% | $3,574-20.0% | $1,963+45.7% |
| Participant deferral / active EE | $43 | $2,644-98.4% | $3,712-98.9% | $3,054-98.6% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |