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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 | $3,583 | $68,880-94.8% | $120,580-97.0% | $80,959-95.6% |
| Participation rate | 83.5% | 61.7%+21.8pp | 72.0%+11.6pp | 67.7%+15.8pp |
| Annual return | 10.89% | 23.68%-12.8pp | 107.48%-96.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1 | $2,066-99.9% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,746 | $3,191-45.3% | $4,995-65.0% | $4,300-59.4% |
| Admin fee / account holder | $19 | $5,785-99.7% | $9,418-99.8% | $6,925-99.7% |