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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,766 | $50,898-90.6% | $171,082-97.2% | $55,167-91.4% |
| Participation rate | 80.4% | 63.3%+17.2pp | 76.7%+3.7pp | 69.0%+11.4pp |
| Annual return | 0.00% | 15.34%-15.3pp | 32.56%-32.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,785 | $1,433+24.5% | $4,002-55.4% | $1,963-9.0% |
| Participant deferral / active EE | $2,576 | $2,994-14.0% | $4,797-46.3% | $3,054-15.6% |
| Admin fee / account holder | $14 | $500-97.3% | $8,520-99.8% | $504-97.3% |