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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,126 | $58,655-60.6% | $91,994-74.9% | $65,185-64.5% |
| Participation rate | 99.3% | 75.3%+24.0pp | 78.6%+20.7pp | 70.2%+29.1pp |
| Annual return | 32.89% | 33.92%-1.0pp | 69.03%-36.1pp | 29.38%+3.5pp |
| Employer contribution / active EE | $3,480 | $2,080+67.3% | $3,452+0.8% | $2,177+59.9% |
| Participant deferral / active EE | $5,056 | $5,474-7.6% | $5,923-14.6% | $3,514+43.9% |
| Admin fee / account holder | $8 | $434-98.1% | $7,743-99.9% | $847-99.0% |