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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,906 | $51,466-84.6% | $78,778-90.0% | $62,293-87.3% |
| Participation rate | 96.6% | 59.8%+36.8pp | 69.2%+27.4pp | 69.5%+27.1pp |
| Annual return | 18.96% | 19.96%-1.0pp | 35.62%-16.7pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,681 | $2,147-21.7% | $2,958-43.2% | $3,169-47.0% |
| Admin fee / account holder | $2 | $489-99.6% | $5,134-100.0% | $479-99.6% |