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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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,171 | $55,453-65.4% | $170,435-88.8% | $62,293-69.2% |
| Participation rate | 81.5% | 66.4%+15.1pp | 83.6%-2.1pp | 69.5%+11.9pp |
| Annual return | 20.77% | 21.38%-0.6pp | 205.94%-185.2pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,247 | $2,164-42.4% | $5,432-77.1% | $2,042-39.0% |
| Participant deferral / active EE | $2,550 | $2,303+10.8% | $4,939-48.4% | $3,169-19.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |