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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $516,319 | $80,332+542.7% | $107,187+381.7% | $64,097+705.5% |
| Participation rate | 98.7% | 54.4%+44.3pp | 75.0%+23.7pp | 55.2%+43.5pp |
| Annual return | 33.17% | 24.26%+8.9pp | 204.55%-171.4pp | 34.64%-1.5pp |
| Employer contribution / active EE | $18,243 | $2,501+629.4% | $3,782+382.3% | $1,891+864.5% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,314-100.0% | $9,162-100.0% | $3,454-100.0% |