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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,131 | $70,002+430.2% | $115,037+222.6% | $52,331+609.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.67% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $15,350 | $2,715+465.4% | $4,608+233.1% | $1,882+715.8% |
| Participant deferral / active EE | $11,358 | $4,920+130.9% | $6,026+88.5% | $3,022+275.8% |
| Admin fee / account holder | $5 | $566-99.1% | $8,175-99.9% | $592-99.2% |