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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).
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 | $48,696 | $58,093-16.2% | $80,022-39.1% | $56,287-13.5% |
| Participation rate | 51.4% | 73.6%-22.2pp | 75.8%-24.4pp | 69.9%-18.4pp |
| Annual return | -4.40% | 34.63%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $498 | $1,933-74.2% | $2,468-79.8% | $2,111-76.4% |
| Participant deferral / active EE | $2,326 | $3,136-25.8% | $3,686-36.9% | $3,350-30.6% |
| Admin fee / account holder | $294 | $623-52.8% | $6,521-95.5% | $521-43.6% |