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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 | $356,694 | $63,471+462.0% | $68,803+418.4% | $66,949+432.8% |
| Participation rate | 99.5% | 60.0%+39.5pp | 69.0%+30.5pp | 69.8%+29.7pp |
| Annual return | -15.64% | -8.29%-7.4pp | -6.37%-9.3pp | 1.57%-17.2pp |
| Employer contribution / active EE | $7,910 | $1,776+345.4% | $2,656+197.8% | $2,545+210.8% |
| Participant deferral / active EE | $14,917 | $2,946+406.3% | $3,942+278.4% | $4,239+251.9% |
| Admin fee / account holder | $7 | $578-98.8% | $4,936-99.9% | $594-98.8% |