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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,021 | $105,200-88.6% | $159,474-92.5% | $85,847-86.0% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.8%+7.6pp | 69.3%+21.1pp |
| Annual return | 26.21% | 45.08%-18.9pp | 263.68%-237.5pp | 318.61%-292.4pp |
| Employer contribution / active EE | $2,198 | $3,319-33.8% | $4,831-54.5% | $2,565-14.3% |
| Participant deferral / active EE | $4,132 | $5,946-30.5% | $7,353-43.8% | $3,952+4.6% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |