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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,408 | $60,305-86.1% | $81,780-89.7% | $74,400-88.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 12.03% | 16.89%-4.9pp | 776.27%-764.2pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $129 | $2,623-95.1% | $2,914-95.6% | $2,624-95.1% |
| Participant deferral / active EE | $2,860 | $3,390-15.6% | $4,321-33.8% | $4,348-34.2% |
| Admin fee / account holder | $40 | $1,484-97.3% | $7,384-99.5% | $1,944-98.0% |