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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,380 | $67,372+8.9% | $60,906+20.5% | $134,532-45.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.33% | 50.05%-59.4pp | 16.94%-26.3pp | 418.27%-427.6pp |
| Employer contribution / active EE | $1,597 | $3,099-48.5% | $2,703-40.9% | $4,741-66.3% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $70 | $4,588-98.5% | $3,227-97.8% | $11,429-99.4% |