Filed April 9, 2025
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,218 | $106,110-94.1% | $147,005-95.8% | $77,671-92.0% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.5pp | 70.6%+12.1pp |
| Annual return | 119.54% | 56.77%+62.8pp | 418.76%-299.2pp | 31.21%+88.3pp |
| Employer contribution / active EE | $1,352 | $4,065-66.7% | $4,934-72.6% | $2,726-50.4% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $338-99.8% | $13,006-100.0% | $430-99.8% |