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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,581 | $70,002-87.7% | $115,038-92.5% | $52,331-83.6% |
| Participation rate | 87.3% | 72.1%+15.2pp | 81.4%+6.0pp | 68.1%+19.2pp |
| Annual return | -0.24% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $802 | $2,715-70.5% | $4,608-82.6% | $1,882-57.4% |
| Participant deferral / active EE | $4,746 | $4,920-3.5% | $6,026-21.3% | $3,022+57.0% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |