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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,536 | $58,320-93.9% | $86,451-95.9% | $66,949-94.7% |
| Participation rate | 77.0% | 78.6%-1.6pp | 80.3%-3.3pp | 69.8%+7.2pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4398.51%-4398.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,001 | $6,899-56.5% | $6,953-56.8% | $4,239-29.2% |
| Admin fee / account holder | $7 | $546-98.7% | $6,734-99.9% | $594-98.8% |