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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.
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 | $311,801 | $38,365+712.7% | $84,646+268.4% | $65,188+378.3% |
| Participation rate | 98.0% | 55.7%+42.4pp | 68.2%+29.8pp | 70.2%+27.8pp |
| Annual return | 328.63% | 32.00%+296.6pp | 258.85%+69.8pp | 29.38%+299.2pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,654-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,901-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $451-99.4% | $4,915-99.9% | $847-99.7% |