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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,863 | $47,977-73.2% | $154,111-91.7% | $56,287-77.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.43% | 3.54%-10.0pp | 735.18%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $201 | $2,169-90.7% | $5,298-96.2% | $2,111-90.5% |
| Participant deferral / active EE | $961 | $2,392-59.8% | $5,081-81.1% | $3,350-71.3% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |