Filed March 1, 2016
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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,801 | $42,546-48.8% | $71,796-69.6% | $55,167-60.5% |
| Participation rate | 87.5% | 59.1%+28.4pp | 69.1%+18.4pp | 69.0%+18.5pp |
| Annual return | 8.28% | 12.36%-4.1pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $602 | $803-25.0% | $1,924-68.7% | $1,963-69.3% |
| Participant deferral / active EE | $2,920 | $2,064+41.5% | $2,794+4.5% | $3,054-4.4% |
| Admin fee / account holder | $9 | $650-98.7% | $4,815-99.8% | $504-98.3% |