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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).
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 | $42,222 | $52,884-20.2% | $84,753-50.2% | $55,167-23.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.19% | 18.03%-8.8pp | 22.78%-13.6pp | 169.23%-160.0pp |
| Employer contribution / active EE | $4,031 | $2,233+80.5% | $3,574+12.8% | $1,963+105.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $215 | $581-62.9% | $5,333-96.0% | $504-57.2% |