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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $61,387 | $51,466+19.3% | $78,778-22.1% | $62,293-1.5% |
| Participation rate | 20.7% | 59.8%-39.1pp | 69.2%-48.5pp | 69.5%-48.8pp |
| Annual return | 16.76% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $838 | $2,147-61.0% | $2,958-71.7% | $3,169-73.6% |
| Admin fee / account holder | $75 | $489-84.7% | $5,134-98.5% | $479-84.4% |