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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,461 | $99,957-72.5% | $149,715-81.7% | $73,493-62.6% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.5%+15.9pp | 70.7%+27.7pp |
| Annual return | 17.52% | 53.87%-36.3pp | 276.66%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,121 | $3,191-33.5% | $4,645-54.3% | $2,270-6.6% |
| Participant deferral / active EE | $4,259 | $6,073-29.9% | $6,842-37.7% | $3,740+13.9% |
| Admin fee / account holder | $20 | $551-96.3% | $9,310-99.8% | $513-96.1% |