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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,387 | $75,962-86.3% | $154,111-93.3% | $64,173-83.8% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.8pp | 69.6%+24.3pp |
| Annual return | 15.48% | 30.32%-14.8pp | 735.18%-719.7pp | 7.63%+7.8pp |
| Employer contribution / active EE | $85 | $3,350-97.5% | $5,298-98.4% | $2,381-96.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |