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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,351 | $32,037-67.7% | $69,182-85.0% | $62,881-83.5% |
| Participation rate | 98.9% | 43.4%+55.5pp | 55.1%+43.8pp | 69.3%+29.6pp |
| Annual return | 7.00% | 15.16%-8.2pp | -21.93%+28.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $543 | $679-20.0% | $1,206-54.9% | $2,281-76.2% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |