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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 | $88,186-42.3% | $165,071-69.1% | $74,459-31.6% |
| Participation rate | 94.4% | 73.1%+21.3pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 11.82% | 17.13%-5.3pp | 70.17%-58.4pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $856 | $2,600-67.1% | $4,347-80.3% | $2,626-67.4% |
| Participant deferral / active EE | $2,802 | $4,505-37.8% | $6,035-53.6% | $4,350-35.6% |
| Admin fee / account holder | $47 | $2,234-97.9% | $12,695-99.6% | $1,945-97.6% |