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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 | $43,477 | $91,474-52.5% | $135,982-68.0% | $71,529-39.2% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+16.9pp | 67.9%+30.9pp |
| Annual return | 64.17% | 29.89%+34.3pp | 68.32%-4.2pp | 28.97%+35.2pp |
| Employer contribution / active EE | $1,699 | $3,705-54.1% | $4,859-65.0% | $2,590-34.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |