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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,003 | $80,753-80.2% | $136,298-88.3% | $62,293-74.3% |
| Participation rate | 94.7% | 73.5%+21.1pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 21.46% | 35.83%-14.4pp | 5156.27%-5134.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $2,109 | $2,884-26.9% | $4,696-55.1% | $2,042+3.3% |
| Participant deferral / active EE | $4,636 | $5,164-10.2% | $6,247-25.8% | $3,169+46.3% |
| Admin fee / account holder | $12 | $525-97.8% | $9,244-99.9% | $479-97.5% |