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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,394 | $95,383-76.5% | $185,837-87.9% | $85,856-73.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.02% | 23.59%-9.6pp | 122.08%-108.1pp | 318.58%-304.6pp |
| Employer contribution / active EE | $986 | $3,313-70.2% | $5,168-80.9% | $2,565-61.6% |
| Participant deferral / active EE | $3,292 | $3,423-3.8% | $5,568-40.9% | $3,952-16.7% |
| Admin fee / account holder | $12 | $7,213-99.8% | $16,241-99.9% | $6,261-99.8% |