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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,185 | $91,517-94.3% | $101,271-94.9% | $73,412-92.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.90% | 17.17%-3.3pp | 46.48%-32.6pp | 59.30%-45.4pp |
| Employer contribution / active EE | $2,785 | $2,877-3.2% | $3,660-23.9% | $2,234+24.7% |
| Participant deferral / active EE | $211 | $3,338-93.7% | $4,371-95.2% | $3,806-94.4% |
| Admin fee / account holder | $7 | $216-96.6% | $5,948-99.9% | $158-95.3% |