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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 | $1,718 | $54,690-96.9% | $76,030-97.7% | $74,478-97.7% |
| Participation rate | 70.8% | 60.3%+10.5pp | 69.1%+1.7pp | 67.2%+3.6pp |
| Annual return | 16.24% | 31.92%-15.7pp | 361.54%-345.3pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $398 | $1,781-77.7% | $2,688-85.2% | $2,626-84.9% |
| Participant deferral / active EE | $924 | $3,070-69.9% | $4,257-78.3% | $4,350-78.8% |
| Admin fee / account holder | $6 | $2,240-99.7% | $6,421-99.9% | $1,946-99.7% |