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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).
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 | $1,209 | $49,940-97.6% | $95,740-98.7% | $74,460-98.4% |
| Participation rate | 75.6% | 66.8%+8.8pp | 72.3%+3.3pp | 70.7%+4.8pp |
| Annual return | 78.85% | 24.92%+53.9pp | 28.41%+50.4pp | 34.38%+44.5pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $2,836-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,079 | $3,753-71.2% | $4,244-74.6% | $4,530-76.2% |
| Admin fee / account holder | $3 | $300-99.1% | $5,676-100.0% | $348-99.2% |