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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,855 | $42,546-86.2% | $71,796-91.8% | $55,167-89.4% |
| Participation rate | 97.3% | 59.1%+38.2pp | 69.1%+28.2pp | 69.0%+28.3pp |
| Annual return | 2.57% | 12.36%-9.8pp | 78.04%-75.5pp | 169.23%-166.7pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,071 | $2,064-48.1% | $2,794-61.7% | $3,054-64.9% |
| Admin fee / account holder | $3 | $650-99.5% | $4,815-99.9% | $504-99.4% |