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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,170 | $165,399+99.0% | $149,745+119.8% | $158,982+107.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.57% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,275 | $5,105-75.0% | $4,646-72.6% | $4,763-73.2% |
| Participant deferral / active EE | $10,961 | $7,183+52.6% | $6,843+60.2% | $5,983+83.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |