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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,926 | $88,117-42.2% | $164,928-69.1% | $74,400-31.6% |
| Participation rate | 94.4% | 73.1%+21.3pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 11.82% | 17.27%-5.5pp | 70.08%-58.3pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $856 | $2,596-67.0% | $4,343-80.3% | $2,624-67.4% |
| Participant deferral / active EE | $2,802 | $4,501-37.7% | $6,034-53.6% | $4,348-35.6% |
| Admin fee / account holder | $47 | $2,230-97.9% | $12,684-99.6% | $1,944-97.6% |