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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,157 | $31,388-19.8% | $73,550-65.8% | $62,293-59.6% |
| Participation rate | 42.1% | 39.9%+2.2pp | 54.9%-12.8pp | 69.5%-27.4pp |
| Annual return | 9.62% | 25.34%-15.7pp | -15.16%+24.8pp | 28.90%-19.3pp |
| Employer contribution / active EE | $473 | $498-4.9% | $1,219-61.2% | $2,042-76.8% |
| Participant deferral / active EE | $1,041 | $1,028+1.2% | $1,804-42.3% | $3,169-67.2% |
| Admin fee / account holder | $139 | $299-53.7% | $2,320-94.0% | $479-71.1% |