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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 | $19,573 | $59,467-67.1% | $93,727-79.1% | $74,478-73.7% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 15.94% | 82.14%-66.2pp | 133.83%-117.9pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $806 | $1,267-36.3% | $2,421-66.7% | $2,626-69.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $3,028-99.8% | $8,292-99.9% | $1,946-99.7% |