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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,631 | $82,163-94.4% | $125,381-96.3% | $64,819-92.9% |
| Participation rate | 84.4% | 77.9%+6.5pp | 82.4%+2.0pp | 71.5%+12.9pp |
| Annual return | -7.62% | 3.49%-11.1pp | 572.31%-579.9pp | 32.84%-40.5pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,532 | $7,175-50.8% | $7,448-52.6% | $4,311-18.1% |
| Admin fee / account holder | $13 | $163-92.0% | $10,007-99.9% | $188-93.1% |