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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,656 | $42,548-32.7% | $74,551-61.6% | $56,289-49.1% |
| Participation rate | 22.8% | 60.5%-37.7pp | 69.1%-46.4pp | 69.9%-47.1pp |
| Annual return | -3.57% | 12.40%-16.0pp | 32.53%-36.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $325 | $855-62.0% | $1,961-83.4% | $2,111-84.6% |
| Participant deferral / active EE | $782 | $2,277-65.7% | $3,108-74.8% | $3,350-76.7% |
| Admin fee / account holder | $19 | $467-96.0% | $5,059-99.6% | $521-96.4% |