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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,943 | $47,977-48.0% | $154,108-83.8% | $56,289-55.7% |
| Participation rate | 53.3% | 66.2%-12.8pp | 83.0%-29.7pp | 69.9%-16.5pp |
| Annual return | -4.10% | 3.54%-7.6pp | 735.21%-739.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $442 | $2,169-79.6% | $5,298-91.7% | $2,111-79.1% |
| Participant deferral / active EE | $1,344 | $2,392-43.8% | $5,081-73.6% | $3,350-59.9% |
| Admin fee / account holder | $6 | $438-98.7% | $13,411-100.0% | $521-98.9% |