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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,940 | $85,171-64.8% | $172,753-82.7% | $72,976-59.0% |
| Participation rate | 65.6% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-3.9pp |
| Annual return | 19.85% | 27.32%-7.5pp | 803.00%-783.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $1,203 | $3,324-63.8% | $5,144-76.6% | $2,440-50.7% |
| Participant deferral / active EE | $933 | $3,260-71.4% | $5,198-82.1% | $3,608-74.1% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |