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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 | $28,486 | $47,977-40.6% | $154,108-81.5% | $56,289-49.4% |
| Participation rate | 45.6% | 66.2%-20.5pp | 83.0%-37.4pp | 69.9%-24.2pp |
| Annual return | 10.93% | 3.54%+7.4pp | 735.21%-724.3pp | -9.96%+20.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,536 | $2,392-35.8% | $5,081-69.8% | $3,350-54.2% |
| Admin fee / account holder | $15 | $438-96.7% | $13,411-99.9% | $521-97.2% |