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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.
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 | $151,529 | $42,383+257.5% | $76,518+98.0% | $64,173+136.1% |
| Participation rate | 0.0% | 58.1%-58.1pp | 68.0%-68.0pp | 69.6%-69.6pp |
| Annual return | -1.52% | -16.54%+15.0pp | -0.27%-1.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $915 | $1,563-41.5% | $2,647-65.4% | $2,381-61.6% |
| Participant deferral / active EE | $1,754 | $2,566-31.7% | $3,836-54.3% | $3,470-49.5% |
| Admin fee / account holder | $8 | $3,198-99.8% | $4,849-99.8% | $4,887-99.8% |