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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 | $101,653-39.4% | $147,080-58.1% | $74,459-17.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 55.63% | 8754.98%-8699.3pp | 420.17%-364.5pp | 1369.70%-1314.1pp |
| Employer contribution / active EE | $1,182 | $3,813-69.0% | $4,933-76.0% | $2,626-55.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $1,752-99.8% | $12,989-100.0% | $1,945-99.8% |