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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 | $15,728 | $58,726-73.2% | $92,239-82.9% | $62,293-74.8% |
| Participation rate | 81.9% | 68.3%+13.6pp | 76.5%+5.4pp | 69.5%+12.4pp |
| Annual return | 13.83% | 43.62%-29.8pp | 176.29%-162.5pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,431 | $2,392-40.2% | $3,680-61.1% | $2,042-29.9% |
| Participant deferral / active EE | $683 | $2,766-75.3% | $3,897-82.5% | $3,169-78.5% |
| Admin fee / account holder | $14 | $556-97.4% | $5,194-99.7% | $479-97.0% |