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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,111 | $52,467-50.2% | $57,196-54.3% | $55,167-52.7% |
| Participation rate | 81.2% | 75.8%+5.3pp | 75.3%+5.8pp | 69.0%+12.2pp |
| Annual return | 6.28% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,898 | $2,477+57.3% | $2,683+45.3% | $1,963+98.6% |
| Participant deferral / active EE | $4,901 | $2,830+73.2% | $3,096+58.3% | $3,054+60.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |