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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.
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 | $13,131 | $47,977-72.6% | $154,111-91.5% | $56,287-76.7% |
| Participation rate | 66.5% | 66.2%+0.3pp | 83.0%-16.6pp | 69.9%-3.4pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.18%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $949 | $2,169-56.2% | $5,298-82.1% | $2,111-55.0% |
| Participant deferral / active EE | $1,842 | $2,392-23.0% | $5,081-63.7% | $3,350-45.0% |
| Admin fee / account holder | $57 | $438-86.9% | $13,411-99.6% | $521-89.0% |