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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 | $11,600 | $60,788-80.9% | $85,709-86.5% | $79,391-85.4% |
| Participation rate | 95.3% | 62.1%+33.2pp | 69.9%+25.5pp | 70.7%+24.6pp |
| Annual return | 19.58% | 16.57%+3.0pp | 21.49%-1.9pp | 116.88%-97.3pp |
| Employer contribution / active EE | $1,303 | $1,664-21.7% | $2,619-50.2% | $2,428-46.3% |
| Participant deferral / active EE | $2,678 | $2,920-8.3% | $3,924-31.7% | $4,046-33.8% |
| Admin fee / account holder | $0 | $439-99.9% | $6,876-100.0% | $627-100.0% |