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Employer 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 | $6,072 | $50,175-87.9% | $99,470-93.9% | $65,185-90.7% |
| Participation rate | 92.1% | 68.4%+23.7pp | 73.8%+18.3pp | 70.2%+21.9pp |
| Annual return | 51.99% | 25.36%+26.6pp | 30.72%+21.3pp | 29.38%+22.6pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,956 | $2,748+7.6% | $3,619-18.3% | $3,514-15.9% |
| Admin fee / account holder | $3 | $398-99.1% | $6,252-99.9% | $847-99.6% |