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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,432 | $84,708-66.4% | $75,714-62.4% | $167,536-83.0% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.8%+20.2pp | 82.1%+12.9pp |
| Annual return | 10.84% | 199.62%-188.8pp | 104.62%-93.8pp | 478.82%-468.0pp |
| Employer contribution / active EE | $1,383 | $3,231-57.2% | $2,744-49.6% | $4,839-71.4% |
| Participant deferral / active EE | $1,701 | $4,577-62.8% | $3,820-55.5% | $6,342-73.2% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |