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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).
Adverse opinion - the financial statements do not fairly present the plan's financial position.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,711 | $65,083-77.4% | $143,788-89.8% | $66,930-78.0% |
| Participation rate | 39.6% | 65.2%-25.6pp | 80.3%-40.7pp | 69.8%-30.2pp |
| Annual return | -6.81% | -11.13%+4.3pp | -0.03%-6.8pp | 1.57%-8.4pp |
| Employer contribution / active EE | $900 | $2,361-61.9% | $4,952-81.8% | $2,545-64.6% |
| Participant deferral / active EE | $1,020 | $2,920-65.1% | $5,638-81.9% | $4,238-75.9% |
| Admin fee / account holder | $128 | $502-74.5% | $14,675-99.1% | $593-78.4% |