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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 | $99,938 | $78,425+27.4% | $95,956+4.2% | $79,858+25.1% |
| Participation rate | 93.5% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.9pp |
| Annual return | 12.06% | 19.37%-7.3pp | 91.63%-79.6pp | 31.72%-19.7pp |
| Employer contribution / active EE | $3,865 | $1,945+98.7% | $2,541+52.1% | $2,471+56.4% |
| Participant deferral / active EE | $3,216 | $3,440-6.5% | $4,167-22.8% | $3,740-14.0% |
| Admin fee / account holder | $11 | $5,622-99.8% | $6,797-99.8% | $5,306-99.8% |