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Participant 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).
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 | $336,558 | $84,493+298.3% | $125,381+168.4% | $66,938+402.8% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -15.84% | -8.49%-7.3pp | 572.31%-588.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $13,339 | $3,554+275.4% | $4,815+177.0% | $2,545+424.1% |
| Participant deferral / active EE | $2,423 | $6,783-64.3% | $7,448-67.5% | $4,238-42.8% |
| Admin fee / account holder | $2 | $685-99.7% | $10,007-100.0% | $594-99.7% |