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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 | $12,800 | $50,464-74.6% | $75,782-83.1% | $52,331-75.5% |
| Participation rate | 99.5% | 66.8%+32.8pp | 75.8%+23.7pp | 68.1%+31.4pp |
| Annual return | 0.06% | 1.03%-1.0pp | 9.68%-9.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $5,955 | $1,988+199.5% | $3,323+79.2% | $1,882+216.5% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |