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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,804 | $39,132+4.3% | $57,196-28.7% | $62,881-35.1% |
| Participation rate | 20.4% | 70.5%-50.1pp | 75.3%-54.9pp | 69.3%-48.9pp |
| Annual return | 0.90% | 9.24%-8.3pp | 14.59%-13.7pp | 20.14%-19.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,969 | $2,374-17.1% | $3,096-36.4% | $3,203-38.5% |
| Admin fee / account holder | $22 | $2,594-99.1% | $3,141-99.3% | $4,296-99.5% |