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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 | $37,088 | $42,910-13.6% | $60,919-39.1% | $68,490-45.8% |
| Participation rate | 96.0% | 66.8%+29.2pp | 73.1%+22.9pp | 67.9%+28.1pp |
| Annual return | 35.97% | -13.99%+50.0pp | 16.96%+19.0pp | -7.85%+43.8pp |
| Employer contribution / active EE | $1,411 | $1,978-28.7% | $2,704-47.8% | $2,597-45.7% |
| Participant deferral / active EE | $1,733 | $2,866-39.5% | $3,814-54.6% | $4,028-57.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |