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Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,490 | $58,895-82.2% | $178,503-94.1% | $73,497-85.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.49% | 24.86%-12.4pp | 151.12%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,379 | $2,236-38.3% | $5,011-72.5% | $2,270-39.3% |
| Participant deferral / active EE | $197 | $2,567-92.3% | $5,202-96.2% | $3,740-94.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |