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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,569 | $33,745-47.9% | $64,105-72.6% | $55,191-68.2% |
| Participation rate | 45.9% | 59.4%-13.4pp | 68.2%-22.2pp | 69.2%-23.2pp |
| Annual return | -1.46% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,603 | $1,929-16.9% | $2,822-43.2% | $3,046-47.4% |
| Admin fee / account holder | $10 | $94-89.3% | $4,499-99.8% | $91-88.9% |