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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,762 | $58,895-52.9% | $178,503-84.4% | $73,497-62.2% |
| Participation rate | 32.0% | 66.2%-34.3pp | 81.9%-50.0pp | 70.7%-38.7pp |
| Annual return | 22.07% | 24.86%-2.8pp | 151.12%-129.0pp | 28.51%-6.4pp |
| Employer contribution / active EE | $1,285 | $2,236-42.5% | $5,011-74.4% | $2,270-43.4% |
| Participant deferral / active EE | $1,310 | $2,567-48.9% | $5,202-74.8% | $3,740-65.0% |
| Admin fee / account holder | $24 | $400-94.0% | $13,987-99.8% | $513-95.3% |