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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 | $11,211 | $37,117-69.8% | $147,617-92.4% | $55,191-79.7% |
| Participation rate | 84.6% | 63.6%+21.0pp | 84.6%0pp | 69.2%+15.5pp |
| Annual return | 2.01% | 3.44%-1.4pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $988 | $1,620-39.0% | $5,564-82.2% | $1,899-48.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |