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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,309 | $24,891-94.7% | $69,632-98.1% | $74,478-98.2% |
| Participation rate | 80.2% | 63.4%+16.8pp | 66.4%+13.8pp | 67.2%+13.0pp |
| Annual return | 16.00% | 18.53%-2.5pp | 101.32%-85.3pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $430 | $1,005-57.2% | $1,708-74.8% | $2,626-83.6% |
| Participant deferral / active EE | $713 | $1,908-62.7% | $2,889-75.3% | $4,350-83.6% |
| Admin fee / account holder | $4 | $1,904-99.8% | $4,695-99.9% | $1,946-99.8% |