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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,075 | $52,961-88.5% | $172,755-96.5% | $65,185-90.7% |
| Participation rate | 94.0% | 66.2%+27.8pp | 82.6%+11.4pp | 70.2%+23.8pp |
| Annual return | 20.36% | 30.12%-9.8pp | 802.94%-782.6pp | 29.38%-9.0pp |
| Employer contribution / active EE | $359 | $2,190-83.6% | $5,144-93.0% | $2,177-83.5% |
| Participant deferral / active EE | $709 | $2,471-71.3% | $5,198-86.4% | $3,514-79.8% |
| Admin fee / account holder | $11 | $472-97.6% | $13,955-99.9% | $847-98.6% |