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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 | $24,811-94.7% | $69,701-98.1% | $74,546-98.2% |
| Participation rate | 80.2% | 63.5%+16.7pp | 66.4%+13.8pp | 67.2%+13.0pp |
| Annual return | 16.00% | 18.53%-2.5pp | 100.32%-84.3pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $430 | $1,003-57.1% | $1,713-74.9% | $2,624-83.6% |
| Participant deferral / active EE | $713 | $1,904-62.6% | $2,887-75.3% | $4,347-83.6% |
| Admin fee / account holder | $4 | $1,898-99.8% | $4,717-99.9% | $1,944-99.8% |