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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,786 | $72,620-52.1% | $90,760-61.7% | $66,938-48.0% |
| Participation rate | 64.8% | 73.7%-8.9pp | 75.7%-10.9pp | 69.8%-5.0pp |
| Annual return | -18.60% | -12.28%-6.3pp | -12.16%-6.4pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,234 | $2,369-47.9% | $2,922-57.8% | $2,545-51.5% |
| Participant deferral / active EE | $3,421 | $3,979-14.0% | $4,565-25.1% | $4,238-19.3% |
| Admin fee / account holder | $288 | $707-59.3% | $8,444-96.6% | $594-51.5% |