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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,749 | $59,191-83.5% | $76,767-87.3% | $56,289-82.7% |
| Participation rate | 74.0% | 75.2%-1.2pp | 77.0%-3.0pp | 69.9%+4.1pp |
| Annual return | -6.35% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,200 | $3,255-63.1% | $3,852-68.8% | $3,350-64.2% |
| Admin fee / account holder | $6 | $489-98.8% | $6,675-99.9% | $521-98.9% |