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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 | $13,921 | $95,084-85.4% | $140,514-90.1% | $69,733-80.0% |
| Participation rate | 99.3% | 68.7%+30.6pp | 77.8%+21.5pp | 62.5%+36.8pp |
| Annual return | 10.40% | 18.56%-8.2pp | 14.36%-4.0pp | 15.22%-4.8pp |
| Employer contribution / active EE | $1,399 | $2,405-41.8% | $3,378-58.6% | $2,250-37.8% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |