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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,386 | $52,467+89.4% | $57,196+73.8% | $55,167+80.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.36% | 7.72%-1.4pp | 14.59%-8.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $11,357 | $2,477+358.4% | $2,683+323.3% | $1,963+478.7% |
| Participant deferral / active EE | $5,461 | $2,830+93.0% | $3,096+76.4% | $3,054+78.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |