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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 | $11,672 | $59,116-80.3% | $86,438-86.5% | $68,486-83.0% |
| Participation rate | 82.9% | 75.2%+7.7pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -9.68% | -0.23%-9.5pp | 4397.19%-4406.9pp | -7.85%-1.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,576 | $5,902-5.5% | $6,952-19.8% | $4,028+38.4% |
| Admin fee / account holder | $0 | $5,639-100.0% | $6,733-100.0% | $5,404-100.0% |