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Employer 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).
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 | $2,799 | $27,243-89.7% | $52,425-94.7% | $79,634-96.5% |
| Participation rate | 76.6% | 22.4%+54.1pp | 55.6%+20.9pp | 62.5%+14.1pp |
| Annual return | 17.48% | 63.36%-45.9pp | 302.12%-284.6pp | 36.46%-19.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $805 | $636+26.6% | $1,790-55.0% | $3,835-79.0% |
| Admin fee / account holder | $1 | $2,105-99.9% | $2,495-100.0% | $1,002-99.9% |