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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,748 | $52,884-34.3% | $84,753-59.0% | $55,167-37.0% |
| Participation rate | 35.6% | 67.5%-31.9pp | 76.6%-41.0pp | 69.0%-33.4pp |
| Annual return | 6.86% | 18.03%-11.2pp | 22.78%-15.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $822 | $2,233-63.2% | $3,574-77.0% | $1,963-58.1% |
| Participant deferral / active EE | $1,734 | $2,644-34.4% | $3,712-53.3% | $3,054-43.2% |
| Admin fee / account holder | $6 | $581-99.0% | $5,333-99.9% | $504-98.9% |