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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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,868 | $59,111-17.3% | $86,451-43.5% | $68,490-28.6% |
| Participation rate | 99.0% | 75.2%+23.7pp | 80.3%+18.6pp | 67.9%+31.1pp |
| Annual return | 3.03% | -0.22%+3.3pp | 4398.51%-4395.5pp | -7.85%+10.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $61 | $5,640-98.9% | $6,734-99.1% | $5,403-98.9% |