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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,301 | $84,414+213.1% | $165,100+60.1% | - |
| Participation rate | 99.0% | 69.4%+29.6pp | 78.6%+20.4pp | - |
| Annual return | 16.07% | 13.94%+2.1pp | 70.21%-54.1pp | - |
| Employer contribution / active EE | $21,717 | $2,400+804.7% | $4,348+399.5% | - |
| Participant deferral / active EE | $0 | $4,277-100.0% | $6,035-100.0% | - |
| Admin fee / account holder | $0 | $4,429-100.0% | $12,696-100.0% | - |