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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 | $6,405 | $101,591-93.7% | $147,096-95.6% | $74,429-91.4% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 52.64% | 8746.45%-8693.8pp | 419.75%-367.1pp | 1368.38%-1315.7pp |
| Employer contribution / active EE | $2,185 | $3,813-42.7% | $4,936-55.7% | $2,625-16.8% |
| Participant deferral / active EE | $3,820 | $7,302-47.7% | $8,071-52.7% | $4,348-12.1% |
| Admin fee / account holder | $7 | $1,750-99.6% | $13,005-99.9% | $1,944-99.6% |