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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,124 | $32,425+5.2% | $74,577-54.2% | $55,167-38.1% |
| Participation rate | 41.0% | 54.0%-13.0pp | 68.1%-27.1pp | 69.0%-28.0pp |
| Annual return | 50.72% | 10.63%+40.1pp | 20.47%+30.3pp | 169.23%-118.5pp |
| Employer contribution / active EE | $1,297 | $1,043+24.3% | $2,525-48.6% | $1,963-33.9% |
| Participant deferral / active EE | $1,164 | $1,995-41.6% | $3,458-66.3% | $3,054-61.9% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |