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Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $667 | $50,860-98.7% | $155,574-99.6% | $77,714-99.1% |
| Participation rate | 93.2% | 63.1%+30.0pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 18.91% | 34.86%-16.0pp | 64.87%-46.0pp | 31.26%-12.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $400 | $2,825-85.8% | $5,629-92.9% | $4,649-91.4% |
| Admin fee / account holder | $2 | $436-99.5% | $15,914-100.0% | $433-99.5% |