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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,303 | $99,957-62.7% | $149,730-75.1% | $73,493-49.2% |
| Participation rate | 53.3% | 75.7%-22.4pp | 82.5%-29.2pp | 70.7%-17.4pp |
| Annual return | 18.37% | 53.87%-35.5pp | 276.70%-258.3pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,956 | $3,191-38.7% | $4,645-57.9% | $2,270-13.8% |
| Participant deferral / active EE | $4,994 | $6,073-17.8% | $6,843-27.0% | $3,740+33.5% |
| Admin fee / account holder | $48 | $551-91.3% | $9,310-99.5% | $513-90.6% |