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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $84,493-84.9% | $125,381-89.8% | $66,938-80.9% |
| Participation rate | 92.5% | 76.4%+16.1pp | 82.4%+10.1pp | 69.8%+22.7pp |
| Annual return | -19.68% | -8.49%-11.2pp | 572.31%-592.0pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,176 | $3,554-38.8% | $4,815-54.8% | $2,545-14.5% |
| Participant deferral / active EE | $4,148 | $6,783-38.8% | $7,448-44.3% | $4,238-2.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |