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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $55,070 | $49,138+12.1% | $84,021-34.5% | $65,185-15.5% |
| Participation rate | 30.8% | 60.7%-30.0pp | 69.0%-38.2pp | 70.2%-39.4pp |
| Annual return | 6.72% | 23.00%-16.3pp | 71.32%-64.6pp | 29.38%-22.7pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,702 | $2,397-29.0% | $3,239-47.4% | $3,514-51.6% |
| Admin fee / account holder | $15 | $543-97.2% | $6,102-99.8% | $847-98.2% |