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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,957 | $59,140-39.2% | $160,037-77.5% | $66,949-46.3% |
| Participation rate | 96.0% | 68.1%+27.8pp | 78.0%+18.0pp | 69.8%+26.1pp |
| Annual return | 3.61% | -12.25%+15.9pp | 408.95%-405.3pp | 1.57%+2.0pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $4,226-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,399-100.0% | $6,184-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $591-100.0% | $8,716-100.0% | $594-100.0% |