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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,780 | $55,423-71.5% | $155,602-89.9% | $74,400-78.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 16.38% | 269.07%-252.7pp | 64.81%-48.4pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $2,258 | $2,266-0.4% | $4,675-51.7% | $2,624-14.0% |
| Participant deferral / active EE | $6,840 | $2,835+141.3% | $5,629+21.5% | $4,348+57.3% |
| Admin fee / account holder | $59 | $1,744-96.6% | $15,923-99.6% | $1,944-97.0% |