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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 | $1,673 | $41,467-96.0% | $67,313-97.5% | $55,725-97.0% |
| Participation rate | 86.8% | 62.5%+24.3pp | 69.1%+17.7pp | 70.9%+16.0pp |
| Annual return | -26.16% | 0.82%-27.0pp | -4.08%-22.1pp | 244.93%-271.1pp |
| Employer contribution / active EE | $452 | $1,316-65.6% | $2,566-82.4% | $2,078-78.2% |
| Participant deferral / active EE | $992 | $2,399-58.7% | $3,568-72.2% | $3,356-70.4% |
| Admin fee / account holder | $4 | $102-96.4% | $4,507-99.9% | $115-96.8% |