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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 | $2,585 | $45,343-94.3% | $150,298-98.3% | $67,986-96.2% |
| Participation rate | 96.7% | 51.9%+44.9pp | 77.8%+19.0pp | 57.2%+39.5pp |
| Annual return | 17.84% | 33.28%-15.4pp | 62.79%-44.9pp | 31.67%-13.8pp |
| Employer contribution / active EE | $359 | $1,462-75.4% | $4,154-91.4% | $2,019-82.2% |
| Participant deferral / active EE | $738 | $2,055-64.1% | $5,453-86.5% | $3,358-78.0% |
| Admin fee / account holder | $36 | $2,250-98.4% | $14,116-99.7% | $3,203-98.9% |