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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 | $9,345 | $63,471-85.3% | $68,803-86.4% | $66,949-86.0% |
| Participation rate | 93.5% | 60.0%+33.5pp | 69.0%+24.5pp | 69.8%+23.7pp |
| Annual return | -19.62% | -8.29%-11.3pp | -6.37%-13.2pp | 1.57%-21.2pp |
| Employer contribution / active EE | $1,628 | $1,776-8.3% | $2,656-38.7% | $2,545-36.0% |
| Participant deferral / active EE | $3,089 | $2,946+4.9% | $3,942-21.6% | $4,239-27.1% |
| Admin fee / account holder | $15 | $578-97.5% | $4,936-99.7% | $594-97.5% |