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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,100 | $91,198-76.9% | $178,503-88.2% | $79,856-73.6% |
| Participation rate | 79.4% | 69.2%+10.2pp | 81.9%-2.5pp | 69.6%+9.8pp |
| Annual return | 12.78% | 24.20%-11.4pp | 151.12%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,107 | $3,257-66.0% | $5,011-77.9% | $2,471-55.2% |
| Participant deferral / active EE | $856 | $3,237-73.5% | $5,202-83.5% | $3,741-77.1% |
| Admin fee / account holder | $14 | $6,748-99.8% | $13,987-99.9% | $5,306-99.7% |