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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 | $300,510 | $47,977+526.4% | $154,111+95.0% | $56,287+433.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.44% | 3.54%-8.0pp | 735.18%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $19,156 | $2,169+783.3% | $5,298+261.6% | $2,111+807.4% |
| Participant deferral / active EE | $14,261 | $2,392+496.3% | $5,081+180.7% | $3,350+325.7% |
| Admin fee / account holder | $100 | $438-77.2% | $13,411-99.3% | $521-80.8% |