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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,212 | $69,383-79.5% | $101,275-86.0% | $73,497-80.7% |
| Participation rate | 77.3% | 68.4%+8.9pp | 75.8%+1.5pp | 70.7%+6.6pp |
| Annual return | 80.17% | 18.46%+61.7pp | 46.48%+33.7pp | 28.51%+51.7pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $113 | $704-84.0% | $5,948-98.1% | $513-78.0% |