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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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,006 | $24,891-96.0% | $69,623-98.6% | $74,459-98.6% |
| Participation rate | 75.2% | 63.4%+11.8pp | 66.4%+8.8pp | 67.2%+8.0pp |
| Annual return | 23.91% | 18.53%+5.4pp | 101.23%-77.3pp | 1369.70%-1345.8pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,709-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $785 | $1,908-58.9% | $2,890-72.8% | $4,350-82.0% |
| Admin fee / account holder | $3 | $1,904-99.8% | $4,696-99.9% | $1,945-99.9% |