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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,195 | $51,288-54.8% | $81,991-71.7% | $73,412-68.4% |
| Participation rate | 43.6% | 64.0%-20.4pp | 69.3%-25.7pp | 72.2%-28.6pp |
| Annual return | 12.84% | 29.48%-16.6pp | 41.31%-28.5pp | 59.30%-46.5pp |
| Employer contribution / active EE | $703 | $1,487-52.7% | $2,498-71.9% | $2,234-68.5% |
| Participant deferral / active EE | $1,401 | $2,715-48.4% | $3,722-62.4% | $3,806-63.2% |
| Admin fee / account holder | $20 | $125-83.9% | $5,665-99.6% | $158-87.2% |