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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 | $58,741 | $42,548+38.1% | $74,551-21.2% | $56,289+4.4% |
| Participation rate | 23.8% | 60.5%-36.7pp | 69.1%-45.3pp | 69.9%-46.0pp |
| Annual return | 23.88% | 12.40%+11.5pp | 32.53%-8.7pp | -9.96%+33.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,008 | $2,277-55.7% | $3,108-67.6% | $3,350-69.9% |
| Admin fee / account holder | $75 | $467-83.9% | $5,059-98.5% | $521-85.6% |