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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,444 | $60,454-94.3% | $81,844-95.8% | $74,459-95.4% |
| Participation rate | 81.6% | 63.0%+18.6pp | 72.4%+9.2pp | 67.2%+14.3pp |
| Annual return | 13.09% | 16.87%-3.8pp | 778.87%-765.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $23 | $2,630-99.1% | $2,916-99.2% | $2,626-99.1% |
| Participant deferral / active EE | $1,222 | $3,398-64.1% | $4,323-71.7% | $4,350-71.9% |
| Admin fee / account holder | $21 | $1,490-98.6% | $7,355-99.7% | $1,945-98.9% |