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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,621 | $101,591-39.3% | $147,096-58.1% | $74,429-17.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 55.63% | 8746.45%-8690.8pp | 419.75%-364.1pp | 1368.38%-1312.8pp |
| Employer contribution / active EE | $1,182 | $3,813-69.0% | $4,936-76.1% | $2,625-55.0% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $1,750-99.8% | $13,005-100.0% | $1,944-99.8% |