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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,935 | $52,961-86.9% | $172,755-96.0% | $65,185-89.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 29.63% | 30.12%-0.5pp | 802.94%-773.3pp | 29.38%+0.2pp |
| Employer contribution / active EE | $1,634 | $2,190-25.4% | $5,144-68.2% | $2,177-24.9% |
| Participant deferral / active EE | $2,230 | $2,471-9.8% | $5,198-57.1% | $3,514-36.5% |
| Admin fee / account holder | $29 | $472-93.8% | $13,955-99.8% | $847-96.6% |