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Annual investment return 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 | $8,690 | $82,979-89.5% | $102,412-91.5% | $77,736-88.8% |
| Participation rate | 95.7% | 71.5%+24.1pp | 74.5%+21.2pp | 70.6%+25.1pp |
| Annual return | 9.85% | 19.11%-9.3pp | 24.94%-15.1pp | 31.26%-21.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,042 | $4,109-26.0% | $5,060-39.9% | $4,651-34.6% |
| Admin fee / account holder | $30 | $639-95.3% | $8,388-99.6% | $433-93.1% |