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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,255 | $47,977+46.4% | $154,108-54.4% | $56,289+24.8% |
| Participation rate | 46.2% | 66.2%-20.0pp | 83.0%-36.8pp | 69.9%-23.7pp |
| Annual return | 6.58% | 3.54%+3.0pp | 735.21%-728.6pp | -9.96%+16.5pp |
| Employer contribution / active EE | $1,497 | $2,169-31.0% | $5,298-71.7% | $2,111-29.1% |
| Participant deferral / active EE | $2,207 | $2,392-7.7% | $5,081-56.6% | $3,350-34.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |