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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).
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 | $6,237 | $37,117-83.2% | $147,618-95.8% | $55,191-88.7% |
| Participation rate | 80.2% | 63.6%+16.6pp | 84.6%-4.4pp | 69.2%+11.0pp |
| Annual return | -0.75% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $133 | $1,620-91.8% | $5,565-97.6% | $1,899-93.0% |
| Participant deferral / active EE | $601 | $1,985-69.7% | $4,895-87.7% | $3,046-80.3% |
| Admin fee / account holder | $14 | $86-83.9% | $11,612-99.9% | $91-84.8% |