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Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,884 | $91,517-95.8% | $101,271-96.2% | $73,412-94.7% |
| Participation rate | 86.3% | 73.8%+12.5pp | 75.8%+10.5pp | 72.2%+14.1pp |
| Annual return | 17.25% | 17.17%+0.1pp | 46.48%-29.2pp | 59.30%-42.1pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,576 | $3,338-52.8% | $4,371-63.9% | $3,806-58.6% |
| Admin fee / account holder | $58 | $216-73.3% | $5,948-99.0% | $158-63.5% |